Indonesia Politics Weekly: PD & Prabowo; US Reviews GSP; Anti-Ahok Cleric for VP?; New Non-Tax Law
Politics: After President Joko Widodo gathered all six heads of parties backing his re‑election to discuss a running mate, clarity is still...
376 Views
Bank Tabungan Pensiunan Nasional: Nice Share Rally but More to Go
Excellent opex control reinforces our view on high quality management of Bank Tabungan Pensiunan Nasional (BTPN IJ). BTPN has again reinvented...
404 Views
Sentul City (BKSL IJ) - The Next Serpong?- On the Ground in J-Town
I visited property developer Sentul City Tbk Pt (BKSL IJ) at its township south of Jakarta last week. The trip out there from central Jakarta took...
485 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
353 Views
Indonesian Politics Weekly: Poverty Drops; FMI Financing Questioned; Widodo Polls Well; KPK Arrests
Politics: Seven ministers have registered as candidates for parliament in the April 2019 legislative election, but they need not resign their posts...
397 Views