Thai Corona Crisis (December): The Looming Shadow of Myanmar
Just when Thailand is ready to leave the COVID-19 scene, Myanmar pulls them back in with a new outbreak. The Thai government comes up with new...
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A Second Look at the Thai Airlines Industry
In this two part series, we apply some of the thoughts of UK-based industry expert Morrel to the Thai airlines industry and try to figure if even...
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The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
350 Views
Thai Macro Watch: Traditional 'Weak Oil' Plays in Thailand
As the US turns into a net exporter and weaker Chinese economic outlook looms, oil prices have tanked quickly. While QE unwinding will continue to...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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