The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
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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Unilever (UNVR): COVID-19 Beneficiary and Discount to HUVR
With Surabaya becomes the hotbed of COVID-19 replacing Jakarta, it seems that the pandemic in Indonesia is far from over and a little out of...
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Xiaomi (1848): India and Its Impact to Bottom Line
With a young population and a median of USD 1670 income per capita (according to Worldbank), India is the perfect market for affordable smartphones...
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Unlock 1 Ill-Effects: Boon for the Consumer Discretionary?
The previous insight related to our Covid-19 coverage, Covid-19: Dull Economic Package, Lock-Down 4.0 Consequences highlighted that the economy is...
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India ECM 2020 Mid-Year Review - A Year of Secondary and Rights Issues
Its been a quiet year for listings for most of Asia-Pacific with only Hong Kong being a more recent exception. To say that its been a quite year...
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