The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
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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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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A Turkish Tumble in Thailand
A lot has been made of the capital controls in Turkey and the 7% tumble in the lira against the USD in recent weeks. It has dragged down many...
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TRACKING TRAFFIC/Chinese Tourism: May Traffic Can't Match April's Strength | Meituan IPO a Threat
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
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Thai Macro Watch: Osaka, Trump, & Automation
Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become...
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