The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
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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Univentures: Refocusing on Low Rise & Condos Closer To Skytrain Stations
Today, we meet up with Univentures, the flaghship property company of Charoen's TCC empire. Property is arguably the second most important business...
485 Views
EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
338 Views
Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors
We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so...
253 Views
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
325 Views