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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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
ThereĀ 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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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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66 HK and SBUS SP: Attack on HK Metro Signals Increases in Transport Operators' Costs
Extending my point about more demanding transportation frameworks going forward (seeĀ ComfortDelGro FY16 Results: An Era Where Competition Hits a...
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The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team atĀ Centennial Asia, including Jason TanĀ and Asees Bajaj to canvass their views...
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