The Festive Week That Was in ASEAN@Smartkarma - Thai Politics, Indonesia's Minimarkets, and Property
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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Smartkarma Originals
Minimarkets: Mini Is the New Big
In a Smartkarma Originals Series of Insights on ASEAN Retail, we seek to determine which retail formats are winning out in the battle for consumer...
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CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
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Consumer Staples: Nielsen Survey
In Nielsen's latest consumer survey, we find few data points and interesting consumer behaviors that we would like to share in this insight.As we...
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HUVR Vs ITC | The Dancing Elephant and the Ostrich
We see no reasons why Hindustan Unilever (HUVR IN) investors should shift to ITC Ltd (ITC IN) . There are no near term catalysts in sight for ITC...
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