Sector Weights for Thailand
This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO...
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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China Still Lucrative for Businesses Despite the Rising Wage Rates
China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...
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