Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
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The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
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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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (see ComfortDelGro FY16 Results: An Era Where Competition Hits a...
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SGX's MOE Sector Sustains 4Q16 Momentum into 2017
§ The SGX Maritime & Offshore Services (MOE) Index, a benchmark for the MOE Sector, has rebounded 19.7% from its trough on 1 Sep 2016 in...
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