The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Smartkarma Originals
Indonesia Property - In Search of the End of the Rainbow? Introduction to a Series.
The Indonesian property sector has only had a few glittering moments in the sun over the past five years, since the boom times of 2012-2013. The...
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India Power Sector: The End Game Has Just Begun and It Will Be Painful for Many
After the Indian judiciary denied relief to power firms from RBI’s NPA deadline, it has become much more likely that the lenders will start...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
340 Views