Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
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The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #23: Italian-Thai's Hotel Diversification, New Starbucks Honcho!
Five recent news/developments for this period. Here's a quick run-down: Italian-Thai enters the hotel arena.The country's biggest contractor by...
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The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #21: Bremain, TMB Rights Issue
These are the five developments/news flows/trends and their potential impact on Thai equities you should be aware of in recent weeks: Reversing...
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