China FDI Surges / 2Q GDP Coasts / EU Plans New CPO Hurdle / Oil Spill, Blackout = SOE[rry] Tale
GDP growth was 5.05 percent yoy in 2Q19, with low fixed-capital formation offsetting reasonably strong household consumption. Prospects exist for...
453 Views
BNI – Misunderstood by Market?
There is little in the recent results of large Indonesian banks that supports the divergence in how the market is considering Bank Negara Indonesia...
506 Views
Prabowo Changes Tack / Pertamina's Offshore Blowout / Adverse Water Bill May Pass / Tollroad Tenders
Widodo aims to maximize his alliance, while Prabowo is seeking material benefits; the latter is therefore playing humble to curry favor -- but...
496 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
356 Views
Widodo's Talking a Big Game (But Fielding a Faulty Team) / Rates, Poverty Fall / CCTV Traffic Fines
Widodo issued bold pledges about rolling out more infrastructure, upgrading human resources, attracting investment for job‑creation and – most...
431 Views