Malaysia Banks – The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
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Hexindo: Exposure to Infrastructure Theme in Indonesia with No Debt
While everyone is raving about the infrastructure investment in Indonesia, only a few of the players are actually making money currently. Jasa...
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Silverlake Axis: Confirmation of a New 3-Year Growth Cycle
Founded in 1989, Silverlake Axis has built an impressive track record of successful core banking implementations. Silverlake Axis was listed on SGX...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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