The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Five Lessons from Japan's Business Guru
We recently read A Fighting Spirit by one of Japan's top business leader Inamori Kazuo, founder of Kyocera and KDDI and turnaround artist behind...
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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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Small Cap Diary: TKS and the Anti-Tesla Play
For this week, we visited two companies which are already in our portfolio: 1) TKS, one of the small cap stocks where we have one of our largest...
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