China Beer Sector: One of The Few Consumer Sectors That Are Still Trading Up After The Pandemic
China's beer sector is still trading up, despite the deflation concerns of the overall China consumer sector. One of the best consumer sectors to...
510 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
452 Views
ThaiBev BeerCo ESG Analysis: Among the World's More Sustainable Brewers Despite Social-Pillar Issues
Putting a brewery under the ESG microscope usually doesn’t end well. ThaiBev's BeerCo is an exception, ranking among the world's more sustainable...
469 Views
Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
657 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
831 Views