EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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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...
379 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...
410 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...
492 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...
357 Views