Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
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The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
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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Stocks That Don't Exist in Thailand
We first got the idea to do this review, because we spend roughly 2-3 hours at the gym a day like many retirees. Heck, some of these reviews were...
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Sarana Menara Nusantara: M&A at Play?
The IR of Sarana Menara Nusantara Pt (TOWR IJ) lays out a bullish case on telecom tower demand, thanks to surging data demand/smartphone boom. The...
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Beverage in Indonesia: Quench Your Thirst!
Recalling my growing up days in Indonesia, being taught on the 3 basic human needs; shelter, food and clothing. They forgot to include one;...
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