Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
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Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
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GULF Energy IPO Review - Largest Power Plant Operator by Planned Capacity with Decent Upside
Gulf Energy Development Public Company Limited (GULF TB) is looking to raise about US$700m in its upcoming IPO. Proceeds raised will be used to...
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The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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