The Week That Was in ASEAN@Smartkarma - Digital Finance, Thai Beverage, and Astra's Auto Boon
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
445 Views
Indonesia's Banking Sector: The Eight Bank Stocks to Watch For
These eight banks have reasonable valuations and stand ready to benefit from stronger loan demand and rising interest rates, over the medium term.
625 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
The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
429 Views
CrossASEAN Strategy - BI's New Rules a Fillip for Indonesian Property and Autos?
The latest move by Bank Indonesia to increase the loans to value ratio limit for residential property to 100% should be positive in driving...
526 Views