Lippo Karawaci (LPKR IJ) - Reasons to Be Cheerful
Lippo Karawaci (LPKR IJ) has been through a financial restructuring and rights issue that is now behind it, with a new high-caliber management team...
424 Views
BFI Finance Indonesia (BFIN IJ) - Changing up a Gear
BFI Finance Indonesia (BFIN IJ) has demonstrated a strong ability to weather the COVID-19 and is now in the process of getting back to business.
350 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
181 Views
GEM Fund Positioning Update: The COVID Unwind.
How did Emerging Market managers react to the COVID-19 pandemic? Unprecedented rotation out of Bank stocks and in to Tech. How are managers now...
299 Views