EM Telcos: MSCI Exclusions Force Exodus from Sector
Telcos exposure among active Emerging Market funds is in free fall. Average holding weights stand at 1.70% and a record low of just 65.1% of funds...
365 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
220 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views
XL Axiata (EXCL IJ) - High-Speed Digital Enabler
XL Axiata (EXCL IJ) remains the purest proxy for the continued growth in demand for data in Indonesia and should also be a beneficiary from the...
242 Views
PT Surya Citra Media Tbk (SCMA IJ) - Playing Catch Up WIth a Digital Twist
SCMA is one of Indonesia's two leading free-to-air TV players and also the leading OTT player in Indonesia through Vidio.com, which is becoming...
283 Views