Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
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The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
372 Views
Bank Rakyat Indonesia Persero: Overbought Signals: Is This Peak Rakyat?
Bank Rakyat Indonesia Perser (BBRI IJ) shares have skyrocketed on the latest FY19 numbers. RSI is now at 78.48. Investors have been crowding into...
339 Views
The Week That Was in ASEAN@Smartkarma - Indocement, Indonesia Chemicals, and Thai Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
357 Views
OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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