Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
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Prayuth Accomplishes a Clear-Cut Victory, Assuring Stability (If Not Rapid Growth)
After 18 years, the Thai (military) establishment has finally tamed Thaksin Shinawatra in the 2019 election, the first one since 2001 in which a...
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Political Pit Stop (January): Election Delay!
The regime announced that elections will be delayed from the seemingly 'rock solid' date of Feb 24, 2019 as there are concerns it would interfere...
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The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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