The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
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Consumption Diary: What in the EV World Is Driving NIO? Plus @Smartkarma - Vitamins, Retail & More
Highlights of this week's Consumption Diary: EV Industry was in limelight with NIO Inc (NIO US) staging a racy post-IPO performance shaking off...
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Four Case Studies in Innovation 'Failures'
AG Lafley's Game Changer is both a roadmap and a cautionary tale. Many companies, such as P&G itself, Apple, Microsoft, and McDonald's, have...
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