The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
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Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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Niche Players in Retailing and Property
Introducing the Niche. One management professor I know argued that in this world, all business strategies fall neatly into one of the three...
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Three of a Kind: Piles, Furnitures, and Lighting
Recently, we met a mixed bag of companies. Anyway, here’s some jot downs on the ideas yo. The first one we met today was a pile company called...
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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...
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