South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
901 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
865 Views
Indonesia – Not All Syariah Lenders Are Equal
In Indonesia, there are 13 Syariah lenders in our database of banks and financial companies. There are vast differences in profitability of these...
838 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
594 Views
BBTN: Cheapening as Fundamentals Erode
Bank Tabungan Negara Persero (BBTN IJ) may look as if it has a dominant safe mortgage franchise. But we have seen how this can pan out. Asset...
466 Views