The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Shaky Situations at DEMCO and Pranda
We visited two companies with very different trajectories. Renewable power specialist DEMCO is struggling, despite doing really well in the past,...
552 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
359 Views
The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
462 Views
Pranda's Tough Love Road to Recovery
Pranda isn't exactly outta the woods yet, but they are taking some tough measures to turn around the business. When we last met, they were in quite...
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