CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
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Consumer Staples: Nielsen Survey
In Nielsen's latest consumer survey, we find few data points and interesting consumer behaviors that we would like to share in this insight.As we...
399 Views
HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
614 Views
PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
445 Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
392 Views