Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
398 Views
NFC Indonesia (NFCX IJ) - From O2O to Clean Energy on Two Wheels
NFC Indonesia provides exposure to Indonesia's O2O ecosystem as a digital product aggregator, FMCG supplier, and advertiser, covering MT, GT, and e...
535 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
440 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
400 Views
Global Banks: Positioning Deep Dive
Positioning in the Banking industry group among Global equity funds stalls after US Banking failures, but non-US sentiment is improving.
690 Views