Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
293 Views
Big C: Live, Die, Re-List?
The TCC Group of Thailand's second richest man ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) did a few TV interviews highlighting its...
174 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
978 Views
The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
239 Views
Investing for Halloween and Loy Kratong
In 2017, Halloween falls on October 31, and Loy Krathong falls on November 4. We will be ignoring Thanksgiving, since it has no impact on Thailand....
147 Views