The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
515 Views
CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
481 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views
IDR, CPI, Oil, Trans-Java & Freeport Strengthen Widodo / Lippo Case Escalates / Efta Cepa / Debates
Prabowo has yet to dent Widodo's 20-point lead in polls and, meanwhile, certain key macro-economic figures are finally swinging in the incumbent's...
1k Views
Jasamarga (JSMR): Increase Awareness + Launch of ABS = Higher Share Price?
The first half of the year was a moment to forget for the management; more toll road to build and share price plummeted as a result of earnings...
588 Views