BI's Bold Cut / Balikpapan, 'DC' / Widodo Calls (Again) For Change / Update on Cyber, Labor Bills
Bank Indonesia cut its rate by 25bps for the 2nd time in two months, banking on the Fed doing similarly next month. With short-term inflows...
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Bank Mandiri (BMRI IJ) - Money's Too Tight to Mention - On the Ground in J-Town
A recent conversation with Bank Mandiri Persero (BMRI IJ) management revealed a keen focus on an increasingly tight liquidity environment in...
571 Views
Widodo's Cabinet Hints: Plus Ça Change / Auto Sector: Major EV Push Needs Broader Reform / Ore Ban
Finance Minister Sri Mulyani Indrawati will return in the next cabinet, but President Joko Widodo added that “it is time [for her] to have larger...
489 Views
The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
586 Views
Last Week in Event SPACE: Aveo, Cocokara, TPV Tech, Sanyo Chem, Travellers, Osram, Mylan, Swire Pac
Last Week in Event SPACE ... Aveo Group (AOG AU)'s Offer Price is below expectations, and at 0.56x P/B, appears cheap. But the lack of interest...
548 Views