The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
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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Two Highflyers: Minor and Origins
Minor is one of the best performers in our portfolio after BTS, and Origins has done quite well until this year. We visited both of them recently...
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Company Visits: The Best of March 2018
First off, we have to admit that the companies (over 30 of them) we visited this quarter were far more interesting than the previous quarter.Note...
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Small Developers on Growth Spurt
It turns out quite a few Thai developers are growing really fast, but we might not have really seen them in the past. A few of the past winners...
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