Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
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ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
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ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
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Thai Beverage (THBEV): All Stars Aligned
Phuket is the only place that alcoholic beverages are allowed to be sold on-premises. Soon, the policy will be applied to the whole nation...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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