Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
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Bank Mandiri Persero (BMRI IJ) - Biting the Bullet on Restructuring
Bank Mandiri Persero (BMRI IJ) is biting the bullet with regard to restructuring its loan portfolio, taking advantage of the more relaxed loan...
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Indonesia Banks – Loan Forbearance
We believe the some of the most important data now is the high-frequency data on US weekly mortgage loan applications. These are surging and may...
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Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
339 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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