The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
516 Views
CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
416 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
493 Views
Consumer Staples: Nielsen Survey
In Nielsen's latest consumer survey, we find few data points and interesting consumer behaviors that we would like to share in this insight.As we...
521 Views
CrossASEAN Indonesia Strategy - Mutual Fund Destruction Providing Opportunity?
A brewing Mutual Fund scandal in Indonesia has triggered significant redemptions and led to a sharp sell-off in the market late last week,...
654 Views