The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
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Dissecting the 2020 Thai Political Crisis
The protest dragged on after October, and there are several ways this could end. Hardest hit are the retailers and BTS, while defensives, WFH...
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The Week that Was in ASEAN@Smartkarma - Indonesia's Recovery and the Next Digital Darling
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across SE...
192 Views
Thai Strategy 2021 (Part 2): Top 10 Stock Picks
Go with big caps (BBL, MINT) to catch the QE wave. Give the new listings (CRC, KEX) a shot, and don't miss out on AsiaSoft, our ultimate top pick.
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