The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #19: Marijuana, Mergers, and More
Five interesting trends/developments that could impact Thai equities in the recent period: Legalization of medicinal marijuana. Thailand legalized...
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Thai Macro Watch: Traditional 'Weak Oil' Plays in Thailand
As the US turns into a net exporter and weaker Chinese economic outlook looms, oil prices have tanked quickly. While QE unwinding will continue to...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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South Series (Part 5): Phuket Cruise Crisis and Sino-Thai Tourism
In July, a leisure cruise ship sank off the shores of Phuket, and almost all of the 47 mainland Chinese tourists on board were killed. The event is...
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