CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
413 Views
The Week That Was in ASEAN@Smartkarma - Thai Strategy, Astra, Telkom, and Central Retail IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
466 Views
CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
421 Views
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...
382 Views
The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
471 Views