The Week that Was in ASEAN@Smartkarma - Taxis, Satellites, and LPG
The Week that Was in ASEAN@Smartkarma Highlights from this week's offering on Smartkarma in ASEAN include a change in view from Valerie Law,...
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Bank Rakyat Indonesia: A Gold Standard in Micro Loans Lending
A conference call with IR of Bank Rakyat Indonesia Perser (BBRI IJ) reveals plenty of room for loan growth in the next few years. BBRI is a gold...
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Bharat Financial Inclusion: Loan Waivers to Remain an Overhang
We initiate coverage on Bharat Financial Inclusion Limited (BHAFIN IN) (BFIL ), the largest micro finance institution (MFI) and the third largest...
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Asia: Developing Leadership
As all eyes are focused on Europe—the current darling trade—Asia is emerging as a technical leader. The MSCI All-Country Asia Index (below) is...
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Bank Tabungan Pensiunan Nasional: Misunderstood Small-Cap Bank with a 40% Upside Potential
Bank Tabungan Pensiunan Nasional Tbk Pt (BTPN IJ) is a misunderstood small cap bank stock given 1) digital banking/branchless initiatives 2)...
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