The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
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SCI 4Q16: India Utilities Hit, Over-Optimism for Stub
We warned of an under-appreciated risk on SCI's utility business in our earlier insight: SCI Into 2017: Utilities’ Risk Under-Appreciated, Stub...
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The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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