The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
568 Views
'Soft Crackdown' / Demos Mount / Reshuffle Plan / SOEs + China V KPK / Lembong on BRI / E-Forex OK'd
A soft crackdown -- issuing charges of money laundering and treason against key lieutenants organizing demonstrations for Prabowo - entails both...
522 Views
XL Axiata Turnaround Continues While Parent Axiata Seeks a Mega Merger with Telenor
Xl Axiata (EXCL IJ) continues to show a promising return to form with service revenue growth of 12% YoY in 1Q19, well above market leader PT Telkom...
576 Views
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
544 Views
Refusniks Vs KPU / Tension Persists / Slow Count / Minister Talks Labor Regs "Reform" / Headless PLN
Prabowo persists in refusing to acknowledge the election outcome, while attempting to delegitimize electoral authorities. He has rejected an...
569 Views