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
Banks: Beware of Catching the Falling Knives (NEUTRAL)
Bank valuations have derated, but PBV valuations have yet to hit bottom in the past two downcycles, i.e., 2015-2016 and 2019-2020.
299 Views
BRIDS Market Pulse: Chart of the Week – Copper Vs DXY
Market: JCI closed the week at -0.8% wow, faring better than ASEAN EM markets, which experienced a notable underperformance on the back of concerns...
359 Views
The Week That Was in ASEAN@Smartkarma - Grab's New Fleet, Cimory, and Bank Central Asia
The past week saw insights on Grab Holdings, Cisarua Mountain Dairy, Bank Central Asia, Bank Negara Indonesia, and Malaysia Airports Holdings.
536 Views
Banks: Liquidity May Ease Faster, but Stable Rupiah Is Needed for the Rally to Sustain (NEUTRAL)
An early rate cut may ease liquidity pressure faster, while some loans and marketable securities are at risk of lower yield.
476 Views