CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
819 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
797 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
424 Views
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).
475 Views
CrossASEAN Strategy - Indonesia's Delicate Balance
The Indonesian market has seen a sharp sell-off with a confluence of concerns centred around the execution and implementation of government policy...
609 Views