Political Pit Stop (Aug'20): Regime Jitters
MCorp Review takes a second to take stock of how stable (or unstable) the political situation is in Thailand and the impact it could have on Thai...
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Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
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Political Pit Stop 2020: Power Concentrates For the Thai Government
As the year closes, we note the five recent political developments in Thailand. On the balance, it leads to a stronger government and weaker...
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The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
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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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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