The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #33: Symptoms of Downturn, Bangkok Bank Goes Indonesia
Five interesting new trends or developments during this period includes: Signs of economic slowdown appear to be everywhere as the Thai economy...
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Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Window Dressing (Santa Claus Rally)
Technically, the SET Index is expected to rise, anticipating window dressing ahead of the fiscal year-end. For the weekly strategy, we recommend...
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