Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Chef's Selection: The Best of May/June Company Visits
During the months of May and June, we visited roughly 30 companies and found ourselves most impressed with five of these: BTS, Erawan, Comanche,...
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The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
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Three of a Kind: Hotels, Snake Oil, & Truckers
MCorp Review recently met these three companies on the same day. We're gonna start with Erawan, since it's the biggest of the three and also...
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Obamacare Repeal & Thai Stocks
The Crusade against Obamacare. Back in St Louis, a long-shot Republican candidate managed to make Hillary, who is a great debater in our books (...
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