The Week That Was in ASEAN@Smartkarma - BCA's Slower Expectations, BRI's Ultra Attractive, and ACES
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated substantive, and actionable insights, macro and equity...
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IDX30/LQ45 Index Rebalance: BIG Impact Changes in Limited Time
There are 2 changes to the IDX30, 5 to the LQ45, and 9 to the IDX80. There are a few large impact/flow names on the IDX30/LQ45 indices. The adds...
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CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
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Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow - Part 8 - Bekasi Fajar (BEST IJ)
In this series under Smartkarma Originals, CrossASEAN insight providers AngusMackintosh and Jessica Irene seek to determine whether or not we are...
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Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow? Introduction to a Series.
The Indonesian property sector has only had a few glittering moments in the sun over the past five years, since the boom times of 2012-2013. The...
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