The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
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Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
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Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
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Indonesia: Bank Indonesia May Have Room to Cut Rates Further
The recent rate cut by Bank Indonesia at its policy meeting on 16th June is expected to provide some support to domestic demand in the months...
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