The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
409 Views
Singapore – Fledgling Credit Growth Can Worsen with Weaker Property
During the last two years, the story in Singapore was all about low oil prices that could not sustain the business model for most oil and gas...
426 Views
Jakarta Traffic - On the Ground Observation
In my previous note, I have written about how the new SHIA express could give Blue Bird (BIRD IJ) a run for their money. Last week, I had the...
343 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views
DBS Bank – The Murky Detail of New 2Q18 Data that Is Easy to Miss, and Not as Positive as Headlines
In the 2Q18 earnings results supplement from DBS Group Holdings (DBS) there is a wealth of detail that shows the bank still entrenched in a...
690 Views