Bank Mandiri Persero (BMRI IJ) - A Stand Out on a Number of Fronts
Bank Mandiri remains our top pick amongst the Indonesian banks, with a number of standout positives in credit quality, funding, digital banking,...
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The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
194 Views
Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
207 Views
Asia Ex-Japan Financials: Long Drop
Allocations in Financial stocks drop to all-time lows in Asia Ex-Japan active funds. Financials now key underweight holding, led by selling in the...
215 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
203 Views