The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team atĀ Centennial Asia, including Jason TanĀ and Asees Bajaj to canvass their views...
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The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In ourĀ inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
516 Views
Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and fromĀ attempts to realize real...
1.8k Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
1k Views
First Pacific (142 HK) Is Fully Valued Here
First Pac 's NAV discount has significantly narrowed, and is around the lowest since early 2018. Tight for a multiple cross-border, difficult to...
598 Views