Thai Macro Watch (November): GSP Cancellation, Fallout at Thai Summit
Five external news/trends which we highlighted in the recent month: America cuts Thailand's GSP privilege, affecting several companies in the food...
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Political Pit Stop (October): Instability Returns
In this post-election review, we look at four recent political events and assess their potential to de-stabilise the economy, if at all: The...
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Political Pit Stop (June): The Game of Thrones Ends...Sort Of
In May, major steps towards government formation was achieved. Yet, the next government doesn't look very stable. Here's a run-down of the...
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The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Political Pit Stop (April): An Election Gridlock
Despite the election being over on March 24, Thailand has a few unfinished business to attend to: EC impeachment. Many irregularities were found...
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