Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
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Property - Attractive new markets from IKN development
The Public Private Partnership (PPP) scheme appears a less risky option for developers, while pure investment through Land Allocation (LA) offers...
641 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
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Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
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Property - Minimal impact from subsidized housing regulation
However, the regulation may only have a limited impact on listed developers due to differences in the price range and the target market segment
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