Reality Check XXII: How Might the Central-Robinson Trade Pan Out?
Unless you work in a giant fund, chances are you won't get allocations for the super-sized IPO of the decade like CRC. Our plan is to invest in...
576 Views
The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
551 Views
Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
523 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
555 Views
Reality Check XIX: Is There Some Upside to ROBINS in a Central Dept Backdoor Listing?
In this review, we try to answer questions from a friend in the banking industry regarding whether there is room to do a backdoor listing of...
473 Views