Cosco Capital - Unlisted Operating Assets Remain Under-Appreciated
Cosco Capital Inc (COSCO PM) was at its record discount to NAV when we first wrote on it mid-2016. Discount to NAV has since then narrowed, but it...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
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The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls
In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...
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Yangon Serviced Apartment Sector Remains the Most Attractive Sector
Rental continues on its moderate recovery pathAs at 4th quarter 2016, the serviced apartment rental in Yangon increased by 0.3% quarter-on-quarter...
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Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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