The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
551 Views
Semen Indonesia (SMGR IJ) - Bedding Down with Lafarge Holcim - On the Ground in J-Town
A meeting with Semen Indonesia Persero Tbk (SMGR IJ) in Jakarta last week in its South Quarter Headquarters shed more light of the company's...
653 Views
Cabinet Rumbles Bode Ill / IMF Poaching SMI? / WB Cites Risks / Beneficial Ownership MOU
Prospects for a significantly better cabinet in a second Widodo administration are highly questionable, judging from the rumors circulating and...
513 Views
'Soft Crackdown' / Demos Mount / Reshuffle Plan / SOEs + China V KPK / Lembong on BRI / E-Forex OK'd
A soft crackdown -- issuing charges of money laundering and treason against key lieutenants organizing demonstrations for Prabowo - entails both...
522 Views
No Narrowing / Moderate Unrest Risk / Overseas Ballot Case / Tax Rule Tweaks / Quick Count Methods
Prabowo's rhetoric has become even more strident, but there is no reason -- and no data -- to suggest that he is drawing any closer. Reliable...
701 Views