The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
758 Views
Link Net (LINK IJ) - Lifting a Long-Term Overhang
After a long wait and much speculation, Global Mediacom (BMTR IJ) announced yesterday that its unit MNC Vision Networks (IPTV IJ) had agreed to...
746 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...
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Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
388 Views