The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
150 Views
Indonesia Strategy - Rolling the Dice on COVID-19?
Indonesia has hit another record-breaking day of new COVID-19 cases and the government has opted to impose micro measures rather than more severe...
263 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
126 Views
Mitra Adiperkasa (MAPI IJ) - Mercury Rising
MAPI remains a core proxy for the recovery in consumer spending in Indonesia, which is well-underway, with an increasingly digital edge.
343 Views
Erajaya Swasembada (ERAA IJ) - The Empire Strikes Back
Erajaya recently released an impressive set of 1Q2021, driven by strong handsets sales, with a positive tailwind from the new rules on compulsory...
310 Views