Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Vietnam's Tourism Sector: Come for Boom In Int'l Visits, Stay for Domestic Growth (& Maybe Gaming)
We believe the growth of Vietnam's tourism sector presents an attractive near- and long-term investment theme.In the near-term, Vietnam will...
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The Week that Was in ASEAN@Smartkarma - Ramadan, Russians and Hot-Pots
The week in ASEAN saw a pickup in activity after last week's Hari Raya holidays, with a note on Pension lender Bank Pmbngn Daerh Jawa Brt Dn Btn...
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