EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Homepro Struggles Against High Base Effects
This week, we visited Homepro, the country's largest home improvement retailer. We have only indirect exposure to this stock through a small...
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The Week that Was in ASEAN@Smartkarma - Toll Roads, Exploding Smartphone Growth, and ASEAN Cement
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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IKEA Wannabes: A Quick Look at the Thai Furniture Industry Players
According to Forbes, the privately held IKEA has made the late Ingvar Kamprad one of the richest men in the world. The book The IKEA Edge written...
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IPO Radar: DoHome, House Brand Furniture Advocate
We came across DoHome, a sizable furniture retailer with 9 outlets and plans to expand to 13 within four years, and their investment story seem far...
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