Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
330 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Digital Banks, Singapore's SPAC, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
264 Views
Matahari Department Store (LPPF IJ) - Revamped, Refreshed, and Investable
Matahari Department Store (LPPF IJ) has become investable again with an omnichannel approach and a revamped and refreshed brand portfolio.
213 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
115 Views
Matahari Department Store (LPPF IJ) - Turning Corners
Matahari Department Store just announced 2Q2021 resluts, which showed a significant turnaround in the business, which we suggest is sustainable and...
242 Views