The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
412 Views
Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.7k Views
Japan/Tobacco/Reduced-Risk-Products: JT's Ploom Guns for IQOS's Crown With Price War
Overview By definition, reduced risk products (RRPs) refer to the category of tobacco products that present a lower risk to smokers of these...
743 Views
Venture Corp (VMS SP) And Other Singapore Tech Stocks: The Baby or the Bath Water? - Part 1
The recent trade spat between the US and China has brought pain to the Singapore Tech sector. Investors have indiscriminately dumped the sector...
390 Views
Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
358 Views