Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
337 Views
Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
424 Views
Nusantara Sejahtera Raya (Cinema XXI) IPO Trading - Should Be a Steady Listing
Nusantara Sejahtera (Cinema XXI) raised around US$150m in its Indonesia IPO. In this note, we talk about the trading dynamics.
410 Views
The Week That Was in ASEAN@Smartkarma - Astra's Omnipresence, Grab's Taxi Win, and AKRA
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
417 Views
Technology - Tech for innovation, personalization & prosperity
Several macro developments may sway consumer sentiment in the coming months. Tech platforms will be the beneficiaries with improved trends in...
434 Views