The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
215 Views
Sea Limited - Too Early To Call For The Bottom
In our last update, the stock was around $250, and we called for a reality check in progress which might have led to a sharp revision in the...
330 Views
CrossASEAN Digital - Is Buy Now Pay Later Different for South-East Asia?
Buy Now Pay Later (BNPL) is the happening area in South-East Asia fintech, and especially in Indonesia, where there are already 10 players vying...
271 Views
The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
229 Views
Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
307 Views