Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

A Long & Short Investment Ideas generator for Asian Equities with 10 years experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment thesis. Provides on-the-ground insights in various Asian markets with a sway towards ASEAN. Experienced and survived the Asian Financial Crisis in a family business, as well as the Global Financial Crisis in financial markets where lessons learned. It's all about understanding business drivers and navigating business cycles, which has high applicability in generating investment ideas. 

Investment horizon: Mid to Long term

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

Indonesia Household and personal products / Thematic (Sector/Industry)

<ul>
<li>The Indonesian election will take place on February 14, 2024, and registration for president and vice president candidacies has opened starting today.</li>
<li>PDIP has nominated Ganjar and Mahfud, while Nasdem has nominated Anies and Muhaimin Iskandar, the deputy speaker of the People's Representative Council of Indonesia.</li>
<li>It now depends on who Prabowo, the current defense minister and two-time presidential candidate, will run with. </li>
</ul>


The Indonesian election will take place on February 14, 2024, and registration for president and vice president candidacies has opened starting today.
PDIP has nominated Ganjar and Mahfud, while Nasdem has nominated Anies and Muhaimin Iskandar, the deputy speaker of the People's Representative Council of Indonesia.
It now depends on who Prabowo, the current defense minister and two-time presidential candidate, will run with. 


Indonesia Election 2024: The Conundrum