ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

In this week's ASEAN Weekly, we have <a href="https://www.smartkarma.com/profiles/1208" target="_blank" data-smartkarma-citation="accounts:1208">Nicolas Van Broekhoven</a> publishing his inaugural Insight on <a href="https://www.smartkarma.com/entities/19384" target="_blank" data-smartkarma-citation="entities:19384:1">Micro Mechanics (Holdings) Ltd (MMH SP)</a>, which looks like an interesting cash rich value play. <a href="https://www.smartkarma.com/profiles/48" target="_blank" data-smartkarma-citation="accounts:48">Jason Tan</a> highlights Singapore's monetary dilemma, where it will now need to rely more on fiscal stimulus to lift the economy. <a href="https://www.smartkarma.com/profiles/35" target="_blank" data-smartkarma-citation="accounts:35">Manu Bhaskaran</a> applauds Ahok's victory in the first round of the Jakarta Governor's election but he may need President Jokowi's help to win out next time round.<a href="https://www.smartkarma.com/profiles/827" target="_blank" data-smartkarma-citation="accounts:827">Control Risks</a> writes…

In this week's ASEAN Weekly, we have Nicolas Van Broekhoven publishing his inaugural Insight on Micro Mechanics (Holdings) Ltd (MMH SP), which looks like an interesting cash rich value play. Jason Tan highlights Singapore's monetary dilemma, where it will now need to rely more on fiscal stimulus to lift the economy. Manu Bhaskaran applauds Ahok's victory in the first round of the Jakarta Governor's election but he may need President Jokowi's help to win out next time round.Control Risks writes…

The Week That Was in Asean@Smartkarma - Policy Shifts, Taxing Diesel and Micro Lending

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or practices, from disruption. Even the Singapore government has started to shift its career-advancement practices (<a href="http://www.straitstimes.com/singapore/civil-servants-no-longer-grouped-by-education-level" target="_blank">civil servants no longer grouped by educational level</a>) and the channels it propagates messages. 1. First, a headline that can't be missed:  On Wednesday (22 February), the Business Times headline screams: Signal goes out to struggling firms: Buck up -…

There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or practices, from disruption. Even the Singapore government has started to shift its career-advancement practices (civil servants no longer grouped by educational level) and the channels it propagates messages. 1. First, a headline that can't be missed:  On Wednesday (22 February), the Business Times headline screams: Signal goes out to struggling firms: Buck up -…

Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. <a href="https://www.smartkarma.com/insights/no-coal-exports-from-north-korea-to-china-in-2017-turning-off-the-money-spigot-to-north-korea" target="_blank" data-smartkarma-citation="insights:8882">No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?</a>After the United Nations Security Council passed a resolution to toughen…

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?After the United Nations Security Council passed a resolution to toughen…

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

Singapore

Jardine Strategic Holdings Limited is a holding company with principal interests in Jardine Matheson, Dairy Farm, Hongkong Land, Mandarin Oriental, and Cycle and Carriage.  The Company, through its subsidiaries, operates auto distribution, food and retailing, property investment, property development, and hotel operations.

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Jardine Strategic Holdings (JS SP)

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...

Angus Mackintosh

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...

Valerie Law, CFA

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be...

Drewry Maritime Financial Research

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget...

Control Risks

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