Political Pit Stop (October): Instability Returns
In this post-election review, we look at four recent political events and assess their potential to de-stabilise the economy, if at all: The...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
485 Views
Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
446 Views
The Best of August/September 2019
We visited 15 companies during the past two months and picked these three that impressed us the most: Intuch, the holding company of mobile...
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