The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
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A Cup of Joe: Stocks with Lotta Caffeine
A few centuries ago, coffee would have been an entirely alien concept in this country. These days, drinking coffee is as habitual as brushing your...
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Thai Market Strategy: Fed, France, & Trump
In this review, we look at the three titled global developments and work out the best near term (one to two month) and medium term (H2'17) course...
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