Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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The Week that Was in ASEAN@Smartkarma - Sea Ltd's Runway, Telkom's Digital Edge, and Astra Intl
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
149 Views
Telekomunikasi Indonesia (TLKM IJ) - Dancing with the Digital Economy
Telekomunikasi Indonesia (TLKM IJ) remains a core proxy to Indonesia's digital economy, providing high-quality data and broadband services, with...
205 Views
Media Nusantara Citra (MNCN IJ) - Increasingly Digital with Gaming to Boot
MNCN continues to dominate audience share in FTA TV in Indonesia, which is yielding positive advertising returns but it is also growing its digital...
308 Views
CrossASEAN Indonesia Strategy - The Stars Are Aligned
Indonesia has been through the worse in terms of the recent covid surge and is now on the cusp of a steep recovery at a time when foreign weighting...
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