The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
197 Views
GoTo - Enter the Green Dragon
The confirmation of the merger between Gojek and Tokopedia creates an Indonesian digital powerhouse under GoTo Group, which will seek a dual...
341 Views
Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
300 Views
Soulgate IPO Initiation: Lost Soul
Soulgate has filed for a Nasdaq IPO to raise proceeds of $100 million. Overall, we think that the negatives in the Soulgate story warrant a pass.
238 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views