The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Malaysian Banks: Winners & Losers
Malaysia's banks are not an especially cheap space by regional or global peers: in comparison with say China, Taiwan, or South Korea.However, there...
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Malaysia Banks – The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand
Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...
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