Indo Stocks During Trade War: What to Do?
Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...
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The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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The Week That Was in ASEAN@Smartkarma - Breadtalk,Trade, and Competitiveness
Special InsightIn this fascinating insight, Confessions of an Independent Research Analyst, Douglas Kim presents his experiences as an independent...
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Call with Nielsen: Is It Weaker Purchasing Power or Online Shopping?
A conference call with Nielsen Indonesia reveals that FMCG consumption growth YT-Sep has decelerated to only 2.7% growth YoY. Online shopping is...
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The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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