ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

In Equity Sales and Research for more than 25 years covering Asian markets. Possesses in-depth knowledge of a wide range of companies, economies, and markets in Asia. Over his career, he has specialised in HK/China and ASEAN markets at various different Investment Banks, most recently heading equities in Indonesia for Bank of America Merrill Lynch in Jakarta for more than three years. Whilst in Jakarta, he produced a well-read daily and weekly product on the Indonesian market, which included company visits, as well as political, economic and sector commentary. A former racing skier, who enjoys ultra-marathons and surfing in his spare time.

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

Philippines Consumer discretionary / Thematic (Sector/Industry)

<h2><strong>The Week that Was in ASEAN@Smartkarma</strong></h2><p>In this week's ASEAN offering, I will start with some <strong>political commentary highlighting a significant change in the landscape surrounding the second round of the run off in the Jakarta Gubernatorial elections. </strong></p><p>After the first round, incumbent Governor "Ahok" Tjahaja Purnama was left with the uphill task of persuading a large portion of his opponent Agus Yudhoyono's supporters (17% of the vote in round one) to come across to him in order to defeat his opponent…</p>

The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change in the landscape surrounding the second round of the run off in the Jakarta Gubernatorial elections. After the first round, incumbent Governor "Ahok" Tjahaja Purnama was left with the uphill task of persuading a large portion of his opponent Agus Yudhoyono's supporters (17% of the vote in round one) to come across to him in order to defeat his opponent…

The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf

Multiple Countries & Sectors

The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf