The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
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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Univentures: Refocusing on Low Rise & Condos Closer To Skytrain Stations
Today, we meet up with Univentures, the flaghship property company of Charoen's TCC empire. Property is arguably the second most important business...
410 Views
EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
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Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors
We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
215 Views