Company Visits: The Best of November/December 2018
During this quarter, we visited 13 companies and have to admit the average quality has improved. Amongst these, there were four stocks that...
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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...
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Amata: Boring in Bangkok, Shining in Vietnam
Vietnam has a higher population density and growth rate than Thailand, not to mention its incredibly long coastline. To top it off, the wage levels...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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AMATA: The Immortals of Vietnam
As you know, the word "Amata" in Thai basically means immortal. Apart from being the biggest industrial estate developer in Thailand, they also...
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