TMB Vs SCB: Bancassurance Ain't Big Enough for the Two of Us!
TMB seems to have stole the rug from under Thailand’s banking titanSCB recently when it inked a 15-year selling agent deal with FWD Insurance worth...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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Thai Market Strategy: Fed, France, & Trump
In this review, we look at the three titled global developments and work out the best near term (one to two month) and medium term (H2'17) course...
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