EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
655 Views
MS-Indonesia Index Earning Revision (Apr): Indah Kiat Pulp & Paper, Telkom Indonesia
We analyzed MS-Indonesia's consensus for Apr 2026 and highlighted changes of EPS in Indah Kiat Pulp & Paper (INKP IJ), Telkom Indonesia (TLKM IJ),...
189 Views
The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
263 Views
Significant Expansion of Singapore's Coal Mining Stocks
The number & combined market cap of SGX listed stocks focused on thermal coal mining in Indonesia has grown fourfold over the past three...
7.8k Views
King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.9k Views