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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SCC: Regional Growth Building on Concrete Foundation
Share price is less volatile and low correlation with Western stockmarkets relative to its sector Thai government infrastructure spending should...
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Average 19% YTD Gain in Key Mining Stocks
SGX lists four stocks mining industrial minerals including tantalite, phosphate, limestone and marble, four coal mining stocks and three gold...
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Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Arwana Citra Mulia - Tiling Back to the Future - On the Ground in J-Town
A recent company visit in a basement Jakarta eatery with Arwana Citramulia Tbk Pt (ARNA IJ), the most efficient of Indonesia's tile manufacturers,...
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