Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
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The Thaksin Empire Strikes Back (Part II)
Apart from the connections to and favoritism that a new government can give to specific companies, their actual policies and implementation track...
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The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
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The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
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