Telkom (TLKM): Unlocking Value
​Telkom Indonesia's share price dropped due to possible MSCI downgrade, but plans to sell part of data center business could lead to valuation...
254 Views
Asia Real Estate Tracker (18-Feb-2026): Blackstone invests $1.2B in Indian AI Data Centre startup.
Blackstone has raised $1.2 billion for Indian AI startup Neysa, while Sumitomo Forestry plans to buy Tri Pointe for $4.5 billion, and Brookfield...
263 Views
Europe Next to Break Out?; Bullish Outlook Intact; Remain Overweight Korea, Greece, and the U.S.
Europe Next to Break Out?; China and Japan Remain Attractive and a big focus since our July 3rd report titled "China and Japan Breaking Out;"...
612 Views
The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
584 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