CrossASEAN Indonesia Strategy - The Stars Are Aligned
Indonesia has been through the worse in terms of the recent covid surge and is now on the cusp of a steep recovery at a time when foreign weighting...
386 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
380 Views
Indonesian Banks – Keep Buy on Bank Mandiri (BMRI IJ), Downgrading Bank Negara (BBNI IJ) To Neutral
Domestic government bond yields have risen and the central bank has raised interest rates; asset-sensitive Mandiri remains a buy, we downgrade Bank...
129 Views
Asian Banks – Funding Costs Can Surprise
Many banks have high levels of fixed deposits. As these mature, they re-price at lower rates. The scope for margin expansion is considerable....
469 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 Views