The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
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Bangchak: The Breakaway Oil Company That Could
A few years ago, Bangchak decided to get a clean break from its former parent PTT ( Big Brother (Season Premiere): Empire of Oil), and people were...
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EM Leadership Screen & Chart Book: Technically Attractive EM Stocks
This report highlights actionable EM stocks from across industries and regions. This week's report highlights the following: Latin America is...
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