EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
623 Views
ERAA: Formidable Partnership with Xiaomi
As my colleague in CrossASEAN research, Angus Mackintosh , mentioned in his latest note on Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite...
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Bank Negara Indonesia (BBNI IJ) - Well-Balanced Despite All - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) in Jakarta revealed a Bank with a well-balanced outlook, despite a slightly slower picture...
426 Views
Bank Mandiri (BMRI IJ) - Corporate and Micro Loans Stealing the Show - On the Ground in J-Town
A timely 1-on-1 call with Bank Mandiri Persero (BMRI IJ) management revealed some interesting trends in loan growth, with large-cap corporate and...
498 Views