The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
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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TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
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Indonesian Politics: Widodo's Lead Unchanged; Prabowo Tries New Tact; 3 ERP Bidders; DNI Still Due
In a new dynamic, the respective presidential campaigns abruptly escalated recriminations about each other's alleged corruption, triggering...
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StubWorld: First Pac Craters on Downgrade; Great Eagle at Extreme Levels
This week in StubWorld ... First Pacific Co (142 HK) takes a beating as one of two brokers covering the company downgrades. Great Eagle...
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Indonesian Politics: 3-Policy Package Planned; Uno Underscores Econ; BI Hikes; Clerics Rate Poorly
The government committed to three reforms in a 'policy package' that calls for opening new sectors to foreign ownership and offering tax holidays...
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