The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
243 Views
Bank Mandiri Persero (BMRI IJ) - Time to Look Forward
Bank Mandiri Persero (BMRI IJ) remains a core holding in Indonesia, as a play on the recovery of loan growth, as the economy picks up and...
204 Views
Bank Credit Weekly: GameStop Is Noise, Not a Signal, for Risk Assets
GME is noise, not a signal. Economic growth and monetary policy remain the drivers for credit markets. Reconciliation or negotiation equal the same...
253 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
196 Views
Adi Sarana Armada (ASSA IJ) - Auto Leasing, Logistics, and the Last Mile
ASSA is Indonesia's leading B2B car leasing company moving aggressively into related businesses of auto auctions, logistics, and the last mile...
424 Views