Political Pit Stop (March 2020): Dueling Democrats, Fall of Future Forward
We look at five recent political events/developments that could potentially impact Thai equities, namely: America's Democrat race. Biden...
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Share Classifications: A Year In Review
This share class monitor provides a snapshot of the premium/discounts for various share classifications around the region over a 12-month period,...
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Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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