Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
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Silicon Stories #10: Thailand Taxes the Internet
The Taxman Cometh. In Meet Joe Black, Brad Pitt said you can’t run away from death and taxes. So far, lots of Internet companies in Thailand go...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
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The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
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