Thai Macro Watch: China Devalues, Thailand Cut Rates
In this review, we'll just focus on these two events, though they clearly have more impact than the 5 things we mentioned in the last review. While...
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The Week that Was in ASEAN@Smartkarma - Indocement, Domestic Consumers, and ASEAN Retail
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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Intouch Group Recap: AIS Wants to Be AIA
Following the shocking entry of AIS into the insurance industry, we met up with AIS and the rest of the Intuch Group to check on things: Foray...
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Snippets #25: Ride Hailing Wars, Jasmine on The Block?
Five interesting news flow/trend developments in corporate Thailand recently. Here goes: SCB-GoJek alliance. Hot on the heels of KBANK's...
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Smartkarma Originals
Erajaya (ERAA): Growing Sustainable Smartphone Demand in Indonesia - On the Ground Findings
Erajaya Swasembada (ERAA IJ) has benefited from the 4G implementation in Indonesia that resulted in a demand surge for smartphones. In this report...
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