The Week that Was in ASEAN@Smartkarma - Indonesia, Consumer Staples, and Thailand's Big IPO
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Bank Tabungan Negara: Powering Through Industry Slow-Down
Bank Tabungan Negara Persero (BBTN IJ) posted a superior loan growth (21% YoY in 2017, vs. the industry's 8% YoY), thanks to its dominance in...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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E-Toll Card for Better Indo Traffic
The Usual TrafficOn my previous piece in Indonesian Infrastructure - UnUsual Suspects , I wrote about how the notorious traffic in Jakarta has...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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