The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Bank Central Asia - Reaching the Plateau - On the Ground in J-Town
A recent company visit to Bank Central Asia Tbk Pt (BBCA IJ) revealed a less exciting end to the year, with loan growth plateauing, after strong...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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Bank Tabungan Negara: Mortgage Powerhouse in a Sweet Spot
Bank Tabungan Negara Persero (BBTN IJ) is a mortgage powerhouse, with a leading 34% market share in the country. Importantly, mortgage is in a...
332 Views
The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
290 Views