The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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Sporting and Recreational Services the Next Driver of China's Economic Growth
Euromonitor International projects that China’s sporting and recreational services industry will more than double over 2016-2025, contributing to...
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Silicon Stories #10: Thailand Taxes the Internet
The Taxman Cometh. In Meet Joe Black, Brad Pitt said you can’t run away from death and taxes. So far, lots of Internet companies in Thailand go...
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Best Inc IPO, Part 1 of 2: Operating Segments, Market Position, & Relationships with Alibaba+CaiNiao
This note is the first part of an in-depth, two-part report on the planned US IPO of Best Inc (BEST), a Chinese express parcel delivery and...
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The Week that Was in Greater China @Smartkarma: Ford UnFocused, Personal Mobility, Wynn-Ing in Macau
This is the 7th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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