The Stocks to Own in Asia – Vol. 47
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added.
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CrossASEAN Ground Zero - Shopee's Live Streaming Push, GoTo's Multi-Pronged Initiatives, and BliBli
This week we look at Shopee's ongoing efforts to turn up the dial on live streaming as TikTok restructures Tokopedia and we look at the product...
436 Views
SHEIN / Temu / AliExpress: After US Ended "De Minimis" Exemption, Shipments to US Declined 81%
Now that fast-fashion giant SHEIN has finally filed offering documents in Hong Kong (July 27), we believe it's a good time to revisit the company's...
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ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
455 Views
The Week That Was in ASEAN@Smartkarma - Digital Finance, Thai Beverage, and Astra's Auto Boon
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
445 Views