CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
589 Views
HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
732 Views
PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
531 Views
Sritex (SRIL): Protectionist Rule Beneficiary
As the Indonesian anti-dumping committee found that dumping practice has been carried out by producers from China, the committee recommended to the...
561 Views
The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
492 Views