Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
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Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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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...
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