The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
368 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...
362 Views
Lippo Karawaci (LPKR IJ) - Green Shoots Ahead?
A meeting with Lippo Karawaci (LPKR IJ) management in Jakarta recently revealed a company with more focus on its core property business and the...
496 Views
Labor Omnibus Prep / Bandung Unions Fight / Garuda Saga Tests Erick / WB on Econ / KPK on Riady
Ministers continue to cite bold plans for Labor Law reform, although they pushed back the target for submitting the Omnibus Bill to parliament to...
425 Views
China FDI Surges / 2Q GDP Coasts / EU Plans New CPO Hurdle / Oil Spill, Blackout = SOE[rry] Tale
GDP growth was 5.05 percent yoy in 2Q19, with low fixed-capital formation offsetting reasonably strong household consumption. Prospects exist for...
588 Views