The Week That Was in ASEAN@Smartkarma - CPALL & Tesco, Indonesian Media, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
463 Views
The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
622 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
680 Views
Indo Snippets: Tobacco Tax for BPJS Deficit, Earthquake in Palu, LPPF Share Buyback, Garudafood IPO
INDO Snippets brings together substantive and significant on the ground chatter that may potentially have a meaningful impact on the Indonesian...
693 Views
The Week that Was in ASEAN@Smartkarma - Coal, Space Ships, And Apartments
The Week that Was in ASEAN@Smartkarma No doubt that the biggest event of the week was the second round of the election run-off for Governor of...
516 Views