Postcard from Hanoi | Xin Chà o Việt Nam
​Exploring Vietnam's potential for growth and investment opportunities, despite challenges in capital markets and institutional participation....
357 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
343 Views
Vietnam Consumer Discretionary - Phu Nhuan Jewelry: Hedge Against Rising Inflation Rates
Phu Nhuan Jewelry is the number one jewelry company in Vietnam. The company is benefiting from several key catalysts including pent-up demand for...
453 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
754 Views
Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
660 Views