Sentul City (BKSL IJ) - The Next Serpong?- On the Ground in J-Town
I visited property developer Sentul City Tbk Pt (BKSL IJ) at its township south of Jakarta last week. The trip out there from central Jakarta took...
548 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
418 Views
Japan Retail: Who Owns Who in 2018: Never Have so Many Been Owned by so Few
When your home country population is shrinking, and the number of active consumers falling even faster, there are just four options to...
712 Views
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
324 Views
YNS (YNS MK): Leveraging off Japanese Giants
Solid short-term sales momentum, sales on an upcycle trend, and good price momentum relative to its sector YNS enjoys sixth largest position...
367 Views