The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
437 Views
BTPS – Exceptional Core
There are few banks that compare with profit measures for the all-female Shariya micro-finance lender, Bank BTPN Syariah (BTPS IJ). Where...
477 Views
OTP: A GEM Favourite Reports a Loss
Behind the acquisitions, consolidation, and FX fluctuations, the trends at OTP Bank Nyrt (OTP HB) continue to erode. For this most popular of GEM...
311 Views
Indonesian Financials:Â Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
509 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
873 Views