The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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21 Things Worth Knowing (Issue 4)
1. A new law in China requires even stricter data residency. A new draft law requires any company doing business with a Chinese company to leave...
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ICT: Gains from Global Trade Recovery
Low volatility in sales, share price is less volatile, and good price momentum relative to its sector Greenfield projects in Australia, Colombia...
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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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ICTSI 2Q17 - Conservative Approach to Portfolio Expansion
A mixed bag of results: International Container Terminal Services Inc (ICTSI) reported a set of 2Q17 earnings that were ahead of our projections,...
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