Indonesia Joins MVGDX: US$418m Passive Flows, but Amman’s Inclusion Looks Fragile
​Indonesia set to receive US$418m in passive inflows as Amman and Bumi join MVGDX, with Archi emerging as a future candidate for inclusion.
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Asia’s Gold Miners: High-Beta Plays for Gold’s Next Surge
​Gold has shown consistent growth over two decades, while gold equities historically amplify bullion's performance but may still have room to run.
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Macro Strategy: The Tailwinds and Trade-Off
Liquidity shows early signs of improvement as SRBI yields fall and IndONIA drops; fiscal disbursement expected to lead recovery further.
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Metal Mining: Ore Premium Reversal in Jul25
Nickel ore price has risen +19% YTD, while NPI declined -2%, pressuring non-integrated mines from inventory stocking at thin margins.
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The Week That Was in ASEAN@Smartkarma - Indonesia Strategy, Maynilad Water Services and Mayora Indah
The past week saw insights on Indonesia Strategy, Maynilad Water Services, Mayora Indah (MYOR IJ), and Top Glove Corp (TOPG MK).
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