TCAP - Concerns Oversized?
TCAP continues to see market capitulation well below early FY20, unlike Thai banks, despite its exceptionally high 8% dividend yield and ROA of...
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Snippets #24: Kerry's Thai IPO, SCB Re-Arranges Its Portfolio
In this month, we identified five interesting news flows/developments in Thailand: Kerry's IPO plans. The package delivery giant based in HK may...
641 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
622 Views
EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
559 Views
EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
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