The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
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Thai Power: A Primer on Regulations, Returns, & Tariffs
Recently, there has been renewed interest in Thai power on the back of multiple IPOs, most recently B Grimm. There will be numerous valuations and...
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Thailand, Philippines and Indonesia: Not Compelling but Relatively Low Beta in 2017 (Part 7 of 7)
Of the three, Indonesia is by far the most impacted by the rising dollar and renewed concern about the Chinese economy and financial markets. The...
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President Park Is Officially Impeached
The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....
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