The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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Asian Seafoods: These Days, Even Shrimps Need an OEM
The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you...
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Thai Macro Watch (September): Hurricanes, the Great Escape, and End of Mourning
New milestones. In this month, the Thai market not only broke through the key resistance level of 1,600 but almost seems to be heading to the next...
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Thailand's New Labor Crisis
Sometimes, the cure may be worse than the disease. Thailand cracks down on illegal labor after America refused to upgrade its compliance on the...
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