CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and  Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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Frontier Markets: GEM Fund Allocations Hit New Highs - Vietnam Sparks into Life
In this report, we highlight how Frontier Market allocations among global EM managers have reached a new peak. Argentina is by far the largest...
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Vietnam Update: Market Complexity Grows, yet the Attractive Economic Narrative Remains in Place
The sustainability of the VN Index’s RiseThe VN Index surpassed 1,100 points at the end of last week, and has returned 59% in the past year, as of...
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StubWorld - Set-Up & Unwind Extremes: JCNC, Citic
This week: Jardine Cycle & Carriage Ltd (JCNC SP) looks inexpensive as it indirectly embraces a green goddess; and a closer look at Citic Ltd...
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The War of the Worlds (Part V) - Astra Takes a Stake in GO-JEK
War of the Worlds (Part V) - Adding Astra to the mixThe announcement that Indonesian market heavyweight Astra International Tbk Pt (ASII IJ) has...
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