The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
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7-Eleven Malaysia: In a Soft Patch While Recovery Story Discounted
SSSG of 7 Eleven Malaysia Holdings Bhd (SEM MK) was a negative 2% YoY in 1H17, indicating soft retail environment in the country. Other...
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A Tale of Two Retailers: Homepro Vs. Platinum
The government figures (NESDB) may be showing domestic consumption growth of 3% and raising Thailand’s economic forecast all the way to 3.7%. The...
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Money Matters: ASEAN Retail and the Great Disruption.
As Amazon and other non-traditional retailers increase their presence in ASEAN the potential for profit erosion and capital destruction at the...
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