The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
632 Views
Monthly Chinese Tourism Tracker | After Strong March, Data Shows Softer Air Travel Demand in April
Chinese air travel data from April show a sudden slowing of demand, probably related to recent increases in airfares and surcharges. We expect to...
134 Views
Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
1.6k Views
Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese ä»Łč´ ('daigou') Crackdown?
The number of Chinese visitors to Korea has been recovering since Q2 this year following a sharp drop in 2017 related to the THAAD-controversy,...
644 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
580 Views