The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Energy Watch: Siam Gas and Gripes on the Glow Deal!
We met up with Siam Gas, a purveyor of LPG for cooking gas and transport that boasts a Forbes 50 billionaire within its founder ranks. Since we're...
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Little Thai-Coons of 2018 (Part 2): The New Industrialists
The other four new tycoons on Forbes are more difficult to group, because they come from such diverse set of industries. I guess we could pretty...
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Two Sides of the Same Coin: Energy Vs Airlines
Airlines and energy companies seldom do well at the same time. Airlines consume a lot of a fuel, so when fuel prices, usually highly correlated...
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The Commodities Boot Camp
In general, commodities prices has made a comeback recently due to the weaker greenback…certainly the case for wheat. Coincidentally, we did meet...
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