The Week that Was in ASEAN@Smartkarma - PNB, Salty Thailand, and Indonesia's Economy
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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Thailand's Salty Regulations: Taxing Popcorn, Pizza, and Potato Chips
First, it was the sugar taxes that shook the soft drink and fruit juice industry. Then, it was the famous ban on trans-fats that goes live in 2019....
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Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
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Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
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Berli Jucker: Strong Tissue Sales Offset Retail Pains
While we do not own shares of BJC, we have always taken a keen interest in them since they acquired Big C, the country's second largest hypermarket...
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