Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
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Power Thai-Coons Rise to the Occasion
Revolving Doors to Riches. Just after being ushered into the list in January, two "Thai-Coons" are equally quickly ushered out, as Forbes updated...
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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...
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Gone With the Wind: Wind Farms Facing Headwinds
Gone With the Wind. We’ve always been bearish on the overall wind farm industry, and there are a few names in this renewable energy space, all of...
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The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
433 Views