U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
438 Views
Asian Credit Monitor: The Pad Thai Election
We expect the upcoming March 24th general election in Thailand to be the first step toward a check-and-balance system but also see this election...
600 Views
The Week that Was in ASEAN@Smartkarma - Asia's Time, Indo Mini-Marts, and Singapore Property Woes
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
427 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
377 Views
AOT (AOT TB): Monopoly to Gain from Chinese Tourist Recovery
Good gross margin, earnings on an upward trend, and good chance of target-price upgrade relative to its sector Bidding for new duty-free and...
473 Views