ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

Malaysia Consumer discretionary / Thematic (Sector/Industry)

<p>This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the "normal" hour), with a combination of excuses such as a "demo" or a surge in shopping activity to stock up before fasting begins in earnest. It is one of those weeks to avoid if you are attempting to criss-cross the city visiting companies. Apart from my trip in from the airport, I was lucky and blessed with a highly skilled driver kindly lent to me…</p>

This week's ASEAN offering comes from the pre-fasting traffic-clogged streets of Jakarta. The trip in from the airport took three hours (versus the "normal" hour), with a combination of excuses such as a "demo" or a surge in shopping activity to stock up before fasting begins in earnest. It is one of those weeks to avoid if you are attempting to criss-cross the city visiting companies. Apart from my trip in from the airport, I was lucky and blessed with a highly skilled driver kindly lent to me…

The Week that Was in ASEAN@Smartkarma - Fasting, Market Malaise and Motoring