The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
460 Views
Bank Mandiri Persero (BMRI IJ) - Credible Corporate Leader
Bank Mandiri Persero (BMRI IJ)'s recent results and a subsequent conversation with management were both surprisingly positive both from the...
399 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
303 Views
CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
417 Views