Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
770 Views
Bank Rakyat Indonesia: Pondering Pricing on a Promised New Issue
Bank Rakyat Indonesia Persero (BBRI IJ) could price a potential five-year senior unsecured US$-bond at 200 basis points over similar maturity US...
264 Views
Bank Credit Weekly: Global Risk Sentiment Improves but Asia Still Lags US Rebound
Global risk sentiment drove yields lower as investors continued to be pushed down the credit curve and away from developed markets to obtain higher...
311 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
Indonesia: Another 50bp of Rate Cuts by October Will Spur 2H 2020 Recovery
BI cut its policy rate 25bp to 4% on Thursday (16 July), completing 100bp of cuts in 2020. But with inflation at 1.96% YoY in June, the real policy...
391 Views