The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Familymart: What's Next? And Will Mitsubishi React?
Itochu initiated a buyout for an additional 10% of Familymart shares over the summer. The move is widely seen as Itochu taking full advantage of a...
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🇯🇵 JAPAN • Analysing The "Buffett Trade", Valuing the Sogo Shosha & The Return of Asian Inflation
THE BUFFETT TRADE - Much has written on $ber
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Buffett's Investments in Japanese Trading Companies - Positive Boost to Korean Trading Companies?
This is a follow up to Mio Kato's insight, A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons. For many decades, Warren Buffett chose...
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A Quick Look at the Buffet Trade and the Most Obvious Follow-Ons
Last week it was revealed that Warren Buffet had taken stakes of about 5% in Japan’s five major trading companies. This comes at a time when the...
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