Indonesia’s Proposed LGBT Ban: A Setback for Rights, But Not a Gain for Islamicization
Politics in Indonesia have made a rocky start to the new year. Last month, the choice of a new speaker of parliament marked a setback for...
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Bank Mandiri: Modest Growth Re-Acceleration Only Amid Share Price Run Up
Conference call with management reveals 2020 vision and 2018 outlook. We are disappointed with only modest growth re-acceleration (SD growth rate...
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The Week that Was in ASEAN@Smartkarma - Consumer Finance, Political Scenarios and Indonesian Banks
This week's offering across ASEAN@Smartkarma is as always an eclectic mix of both top-down and thematic insights, as well as equity bottom up. I...
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Bank Mandiri - Feeling the Pulse - On the Ground in J-Town
A recent company visit to Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed that corporate loan growth is focused on the top 20 companies,...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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