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...
393 Views
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...
261 Views
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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Indo Small Cap Banks: Key Lessons from 1H17 Results
Bank Tabungan Negara Persero (BBTN IJ) is the clear out-performer in terms of loan growth (19% YoY as of Jun 2017) amid the industry's slow loan...
115 Views