Primer: VNG (VNG US) - Aug 2026
VNG is Vietnam's premier digital ecosystem, holding dominant market-leading positions in gaming (#1 publisher), messaging (Zalo), and music...
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KTX Ahead: TH Thailand's 1Q26E GDP Shows Some Fragility, But Strong Investment...
The SET Index has rallied close to our target of 1,566 points (implying less than 5% upside), suggesting more limited room for broad market gains.
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KTX AHEAD: Global Assets May Be Pulled Back Under Yen Liquidity Pressure
The liquidity crisis in the Japanese yen (JPY) could become a key turning point, potentially positioning baht-denominated assets as a prominent...
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KTX Tactical DR Picks - February 2, 2026 (Eng.)
Based on our study using the KTX Baht Tracker, the baht has begun to weaken from overvalued levels, suggesting that DR investments may benefit from...
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Technology: Key Takeaways From The KTX Seminar: Beyond Banking
We remain confident that continued global technological advancements will remain a key driver for the technology sector in 2026, as corporate...
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