The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
328 Views
Trip.com - Kung Flu
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
352 Views
Jardines: Holy Bargain Basements!
In my insight (StubWorld: Strategic Is Free Money Here) earlier this week, I thought it was a no brainer unwinding Jardine Matheson Holdings (JM...
793 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
331 Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
369 Views