The Week that Was In ASEAN@Smartkarma - Indonesian Politics, PhilippineTelcos, and Petroleum
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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Thai Retailing:Â 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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Ascendas REIT Is Now Singapore's Largest Capitalised REIT
§ Ascendas REIT has recently replaced CapitaLand Mall Trust as Singapore's largest capitalised REIT – and has been the second-best performing REIT...
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