The Week That Was in ASEAN@Smartkarma - Indonesian Dept Stores, Philippine Hospitals, and Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
344 Views
Bank Negara Indonesia (BBNI IJ) - Liquidity Crunch - On the Ground in J-Town
A meeting in Jakarta with Bank Negara Indonesia Persero (BBNI IJ) highlighted two ongoing issues facing the Indonesian banking sector, namely that...
491 Views
Bank Rakyat (BBRI IJ) - Digitalising the Masses - On the Ground in J-Town
A meeting with Bank Rakyat Indonesia Perser (BBRI IJ) in Jakarta last week revealed a nimble strategy on improving returns in a tight liquidity...
415 Views
Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
550 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
483 Views