Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
260 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
281 Views
GoTo (GOTO IJ) - Key Initiatives and Foundations
GoTo released a Newsletter for May which reiterated its progress toward profitability as well as some key initiatives including increasing service...
504 Views
Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
220 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
244 Views