Astra International (ASII IJ) - Digitally Remastered in a Cyclical Recovery
Astra remains a top pick to play the economic recovery in Indonesia through autos, motorbikes, financial services, and heavy equipment with...
436 Views
MNC Vision Networks (IPTV IJ) - SPAC Listing to Realize Value
MNC Vision (IPTV IJ) will push forward with a SPAC listing for its IPTV and Broadband business under Asia Vision Networks. This should be a provide...
341 Views
The Week That Was in ASEAN@Smartkarma - Thai Consumers, Indonesian Multifinance, and Digital Moves
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
179 Views
The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
241 Views
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...
371 Views