The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
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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Quickie Visit to DEMCO
There's a lot going on in the renewable power space. Most notably, EA has been making the headlines on almost a daily basis with talks about the...
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Snippets #9: MINT Acquires Benihana
PTT Wants to Build Your Next Train! Intuitively speaking, the national oil company isn't the first company that comes to mind when Thailand needs...
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Snippets #7: The End of Digital Banking Fees
We haven't had one of these Snippets in roughly a year. Basically, there are packets of news, which while interesting are probably not big enough...
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Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
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