The Week That Was in ASEAN@Smartkarma (Part 2) - Macet=Traffic Jam
For this week's ASEAN Weekly, created in the midst of Jakarta "Macet", I interviewed Insight Provider and Thai guru Athaporn Arayasantiparb to...
270 Views
Sabana REIT - EShang Emerges with a 5.01% Stake
According to SGX latest disclosures (link to filings), e-Shang Infinity Cayman Limited has become a substantial shareholder of Sabana Shariah...
431 Views
The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending
In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which...
255 Views
Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
750 Views
Kerry Logistics Network: An Attractively Diverse Portfolio...Or Just Maddeningly Unfocused?
OverviewFor a stock that seemingly has a lot going for it -- attractive valuations, exposure to Chinese domestic logistics, overwhelmingly positive...
271 Views