The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
387 Views
CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
503 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
374 Views
Arwana Citramulia (ARNA IJ) - Cementing Its Recovery - On the Ground in J-Town
A meeting with Arwana Citramulia Tbk Pt (ARNA IJ) at the company’s Puri Indah headquarters in Jakarta on the day of its 1H18 results revealed a...
569 Views
Kawasan Industri Jababeka - Caught in the Headlights - On the Ground in J-Town
Kawasan Industri Jababeka Tbk Pt (KIJA IJ) is exposed to the weakening Rupiah given that two-thirds of its USD exposure through its corporate bonds...
212 Views