The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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Indo Small Cap Banks: Key Lessons from 1H17 Results
Bank Tabungan Negara Persero (BBTN IJ) is the clear out-performer in terms of loan growth (19% YoY as of Jun 2017) amid the industry's slow loan...
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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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Marketnomix Insights : Indonesia
Growth in 3Q2016 was largely driven by household expenditure while investment continued to slow. Government spending declined in 3Q2016. Recent...
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Consumer Finance in an Interest-Free World – An Overview of Islamic Banking
The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates...
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