The Week That Was in ASEAN@Smartkarma - Quenching Thirst, Towers, and Tough Terrain
This week's ASEAN offering across Smartkarma, put together in Jakarta, is another eclectic mix of bottom up differentiated bottom up ideas and...
412 Views
Monthly Chinese Tourism Tracker | March Demand Growth Improved | High Outbound Load Factor +ive
March outbound and domestic air passenger counts surged, up 18% and 11% Y/Y, respectively. High passenger load factors should help carriers pass on...
253 Views
Back to Ridiculous Food Prices in HK; Food Vs Property Yields (... So Long to Friends at Mandarin)
I check 1-2x a year food price changes in HK, often comparing with US prices. I also kick tires on apartment rentals and constantly compare the...
304 Views
The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
827 Views
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
3.7k Views