The Week that Was in ASEAN@Smartkarma - Contrarians, Mechanics and Bankers
In a short May Day week, our Insight Providers continued to push out a whole host of actionable ideas and insightful content. Athaporn...
187 Views
Thai Market Strategy: Fed, France, & Trump
In this review, we look at the three titled global developments and work out the best near term (one to two month) and medium term (H2'17) course...
160 Views
Battle of the Bankers: SCB Vs KBANK
Godzilla vs King Kong of Thai Banking. We noticed on the Discovery tool that two stocks that topped the list in Thailand were rival banks, SCB and...
498 Views
The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
1.5k Views
The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
697 Views