ASEAN Hotels & Hospitality - The Russians Are Coming - On the Ground in J -Town
On a recent visit to Jakarta, I was kindly invited to the Jones Lang Lasalle Real Estate Conference. One of the most interesting presentations was...
159 Views
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
153 Views
The Week that Was in ASEAN@Smartkarma - Ghostowns, Thaksinites and Casinos
This week has been a tough one for the people of Jakarta, as the outgoing Governor was handed an extremely dubious sentence of two years in jail,...
216 Views
AOT: Resilient Destination Manager
Good growth in core profit, cheap on a gross profit basis, and goodprice momentum relative to its sector Total passenger volume through the six...
175 Views
It's Songkran. Let's Fly to Japan!
The Number One Foreign Destination for Thai outbound tourists is Japan. Over the past five years, it's grown 36% per year. Last year, the growth...
356 Views