Thailand Has Asia's Most Profitable Lender: KTC
There is little in Asian banking that compares with Thailand’s Krungthai Card Pcl (KTC TB). It is the ultimate play on consumer lending, which is...
161 Views
The Week that Was in ASEAN@Smartkarma - Chain Reactions, Monsters and Booze
In a very productive week in ASEAN, I include the whole selection of bottom up and top down and thematic insights below, as well as some on the...
150 Views
TMB Vs SCB: Bancassurance Ain't Big Enough for the Two of Us!
TMB seems to have stole the rug from under Thailand’s banking titanSCB recently when it inked a 15-year selling agent deal with FWD Insurance worth...
283 Views
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
136 Views
Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
357 Views