I spent the second half of last week in Jakarta and Surabaya, kicking the tires and walking the tiles on the two cities, with a visit to Arwana Citramulia Tbk Pt (ARNA IJ)'s new plant near Surabaya. In Jakarta, one of the highlights was filter maker Selamat Sempurna Pt (SMSM IJ), which is back on track in 1Q17, after a slower year in 2016. For more detail on these visits, please scroll down.  Top Insights of the week in ASEAN In Bullish Rally Base for New Highs, Thomas Schroeder...(continued)

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