The Week that Was in ASEAN@Smartkarma - New Models, Channel Checks, and Concrete Foundations
This week in ASEAN@Smatkarma saw an eclectic mix of top down thematic insights, as well as differentiated bottom up ideas. In PTTGC: Petrochemical...
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SCC: Regional Growth Building on Concrete Foundation
Share price is less volatile relative its sector and low price volatilityversus the Thai market SCC expands its packaging business in Indonesia...
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World War 3: What, Why, Will It?
Never Say Never. While most of us still believe that World War III is not imminent (and we agree), MCorp Review also thinks you can't really rule...
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The Week that Was in ASEAN@Smartkarma - Tanks, Elections, and Hot Pots
The Week that Was in ASEAN@SmartkarmaIn this week's edition, I include the snap shot from a meeting in Jakarta with township developer Bumi Serpong...
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SCC: Regional Growth Building on Concrete Foundation
Share price is less volatile and low correlation with Western stockmarkets relative to its sector Thai government infrastructure spending should...
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