Thai Media Spotlight: A Riskier(...or Bolder) Strategy
Turning Point. As we move beyond June, there are some curious developments we are now seeing for the remainder of the year. It is not clear if it...
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Thai Media Spotlight: Back to the Living Room
There are a few things that have made us more optimistic about the media sector, particularly on the TV side, recently, namely: Thai TV's win over...
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The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
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Stocks That Don't Exist in Thailand
We first got the idea to do this review, because we spend roughly 2-3 hours at the gym a day like many retirees. Heck, some of these reviews were...
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