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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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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