Political Pit Stop (December): First Month of Campaigning
The Defense Minister, who was Prayuth's 'Big Brother' back in the Army days, told reporters that 'two months should be more than enough for...
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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Sathorn Series K: TMB on Eastspring and Credit Quality
TMB has made a lot of headlines in recent times, especially on the M&A front ( Sathorn Series I: TMB's PartialDivestment & The Laos Flood...
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