Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
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Maplecroft on Labor & Robotics
A recent report by Verisk Maplecroft has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the...
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Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
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Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
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