Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
309 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
787 Views
Bank Central Asia (BBCA IJ) - Thriving Through Transactions
Bank Central Asia booked a strong set of numbers in 1Q2025, driven by strong loan growth and healthy growth in CASA and despite an increase in...
526 Views
Bank Central Asia (BBCA IJ) - Strong Finisher
Bank Central Asia booked a solid finish to 2024, with strong loan growth across the board driven by corporate and SMEs leading, whilst its CASA...
642 Views
ASEAN Rotation: Indonesia Weakens, Singapore Gains, Thailand Stabilises
ASEAN positioning shifts as Indonesia loses ground and Malaysia stays weak. Singapore and Thailand attract inflows, while new leaders like ICTSI...
268 Views