Jababeka Industrial Estate - Kendal Mint Cake - On the Ground in J-Town
A recent conversation with Kawasan Industri Jababeka Tbk Pt (KIJA IJ) in Jakarta revealed continuing confidence in the prospects for the company...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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SCI 4Q16: India Utilities Hit, Over-Optimism for Stub
We warned of an under-appreciated risk on SCI's utility business in our earlier insight: SCI Into 2017: Utilities’ Risk Under-Appreciated, Stub...
277 Views
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
260 Views