CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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Indonesia Stabilizes: Three Stocks with Relative Upside
Indonesian equities are stabilizing on an absolute and relative basis. We're considering small positions and selected three relative strength stocks.
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The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
446 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
424 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
609 Views