Cases Elicit Hamfisted Messaging / Econ Package / ERP Setback / Payment Platforms Make Strides
Health: Two confirmed Covid‑19 cases prompted President Joko Widodo to announce added response measures and allocate Rp10 trillion in stimulus...
414 Views
Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
575 Views
The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
935 Views
South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
953 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Mortgages, Thai Retail, and Philippines DIY
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
643 Views