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...
275 Views
Aneka Gas (AGII IJ) - Living and Breathing the Indonesian Economy
Aneka Gas provides exposure to medical gases but is also broadly exposed to Indonesia's broader economic recovery, through its exposure to industry...
290 Views
Lippo Karawaci (LPKR IJ) - Affordable Luxury
Lippo Karawaci is an interesting proxy for Indonesian healthcare and property with its increased focus on its core residential business having...
256 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...
132 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views