Indonesia's Election - When the Music's Over?
We remain positive on the outlook for Indonesia, with increased government spending to fast-track Jokowi's legacy projects. Prabowo also looks set...
334 Views
The Week That Was in ASEAN@Smartkarma - Matahari Department Store, Avian's Glosy, and Vinfast
The past week saw insights on Matahari Department Store (LPPF IJ), Adi Sarana Armada (ASSA IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), and...
364 Views
Matahari Department Store (LPPF IJ) - Recovery in the Offing
Matahari Department Store saw a slower performance in 3Q2023 but looks well set for a recovery in 4Q2023 and early 2024 with elections, Chinese New...
380 Views
The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
504 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Pivot, Astra's Sustainability Push, and Mayora Indah
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
399 Views