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...
430 Views
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...
380 Views
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...
347 Views
Today's Dominant Ideas
Technically, the SET Index is expected to move sideways up, with resistance at 1,372 points (50-day EMA)/1,380 points and the support at 1,356...
93 Views
Big Cap Tactical Picks
We recommend selling HANA after the negative return reached our threshold for loss stopping, as well as selling BEM and TISCO (returns at -1.08%...
85 Views