The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Five Strategies Favored by Thai Conglomerates and Tycoons
We identified five strategies generally favored by conglomerates and the tycoons who control them, namely diversification, vertical integration,...
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TCC Group: The Man With the Iron Wallet
A dozen deals! In this review, we look at six listed deals and six non-listed deals that remade Charoen's TCC Group in the last five years. Known...
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2016 – a Solid Year for STI Consumer Stocks
In 2016, Singapore’s Consumer Staples Sector surged 25.8% on a capitalisation-weighted total return basis. There was a degree of consistency in...
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Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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