The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views
Global Banks: Positioning Deep Dive
Positioning in the Banking industry group among Global equity funds stalls after US Banking failures, but non-US sentiment is improving.
506 Views
Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
218 Views
The Week That Was in ASEAN@Smartkarma - XL Axiata's Convergence Push, Cimory & GT, SCG Chemicals IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
239 Views
Indonesian Banks Screener; Negara Is Our Preferred Pick
Negara is our top pick of the Indonesian banks for its deep value with strong returns and sound liquidity and funding metrics; we retain our buy on...
333 Views