Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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Snippets#4: Ferrum's Transformation from Phones to Power Plants
From MLink to Ferrum. One company that has followed steps outlined in Turnarounds: Finding A Phoenix In the Land of the Dead is Ferrum. The...
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Asia Market Strategy: What Does US Protectionism Mean to China and ASEAN?
With the US trade deficit with China dwarfing those with other countries (including ASEAN), US-China trade negotiation will come front and center...
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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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