The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
268 Views
PTTEP: Second Wind For Oil Stocks
Arguably, no stock comes closer to mimicking oil prices in Thailand than PTTEP and its parent company PTT, aka largest stock in Thailand. Brent oil...
311 Views
Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
271 Views
Emerging ASEAN: Sideshow to North Asia but More Limted Downside
Philippines (overweight): a likely outperformer if tech and commodities correctMain ConclusionsThe Philippines appears to be the most expensive...
317 Views
The Week that Was in ASEAN@Smartkarma - Diggers, Towers and Kitchens
The Week that Was in ASEAN@Smartkarma The past Easter week has been an especially productive one in [email protected] have an insight on heavy...
312 Views