The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Bank Negara Indonesia (BBNI IJ) - Revealing a New Digital Skin
Bank Negara Indonesia (BBNI IJ) has tended to be the laggard amongst the top four Indonesia banks but with a new management team and a more dynamic...
571 Views
Sea Limited: It's All About Expectations And Discount Rate
Since our first valuation of the stock, the price has gone up more than 20%. At that time, we considered the company to be fairly valued in the...
456 Views
Grab - Greater Mobility Toward Profitability
GRAB released a strong set of 2Q2021 results with rapid growth in both the delivery and mobility business, with financial services gaining momentum...
441 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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