The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
263 Views
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
301 Views
King Salman Bearing Gifts: Implications for ASEAN, Oil-Refining and Religion
-The oil majors' favourite refining hub in ASEAN is Singapore, while the crude-oil/gas comes mainly from Indonesia, Malaysia and Brunei. Infusion...
2.9k Views
SGX's MOE Sector Sustains 4Q16 Momentum into 2017
 § The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
1.3k Views
Turnarounds:Â Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
959 Views