Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
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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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Thai British: Looking Under That TKS Hood
There's no secret that TKS is one of MCorp Review's top picks and most important holdings in our portfolio thanks to the virtues of linerless label...
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Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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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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