Hong Kong Needs Short-Sellers
It’s not just because Hong Kong allows short-selling that there are so many short-sellers’ reports, it’s because (by our estimates) Hong Kong is...
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The Week that Was in ASEAN@Smartkarma - Autobots, Oil and Data
In the run up to Idul Fitri, Smartkarma has thrown out some fascinating insights across ASEAN, with Warut Promboon taking an initial look at...
366 Views
The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
436 Views
The Week that Was in ASEAN@Smartkarma - Scooters, Satellites and Outlets
This week's output in ASEAN is an eclectic mix of macro commentary on the Philippines, Indonesia, Singapore and Thailand, a Frontier markets piece...
347 Views
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
916 Views