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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A Visit to Miniso Reveals Why It's Nibbling Market Share from Daiso, Uniqlo, Muji
I recently visited a Miniso store at Paya Lebar Singapore during lunch time and was surprised to find it relatively packed. Given the bright...
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Wilcon Depot IPO - Needs Some Home Improvement
Wilcon Depot (Wilcon) plans to raise around US$150m in its IPO to fund the planned expansion of its retail network. The company claims to be the...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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