The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
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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Apocalypse Investing Part 2: Fires, Pollution , and Riots
Coincidentally, we met two companies that might come in handy when things get bad. If there's more water pollution and heat (it's 37 celcius now...
213 Views
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
3.6k Views
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
880 Views
Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
856 Views