The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
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Stocks and Things to Watch Out For During the Rainy Season
Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a...
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Sector Weights for Thailand
This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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