CrossASEAN Strategy - The Impact Of "Virus Korona" On Indonesia
Indonesia stands out in South East Asia as a country without any confirmed cases of Corona Virus or "Virus Korona" as it has been coined locally,...
781 Views
Bank Mandiri Persero (BMRI IJ) - Credible Corporate Leader
Bank Mandiri Persero (BMRI IJ)'s recent results and a subsequent conversation with management were both surprisingly positive both from the...
697 Views
The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
417 Views
Bank Central Asia (BBCA IJ) - Flush with Liquidity but Fully Valued
A conversation with Bank Central Asia (BBCA IJ) management last week revealed a bank in an easier state of liquidity than its peers, given its lead...
482 Views
Indonesian Financials: 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