Karrin Insights

For much of the past two decades, “Chinese pharma” was shorthand for cheap generics and bulk ingredients: the factory floor of the world’s medicine cabinet. That reputation is now badly out of date.

Like a phoenix rising from the ashes, Vietnam’s strong recovery from a turbulent start to the decade, is almost expected. For as fluid as it is resilient, the gleaming skyline of Ho Chi Minh makes…

Given an eventful 1H2025 across markets, we thought it was a good time for a temperature check on the region, relooking at the economic outlook and performance of the overall ASEAN economy. Needless to say,…

Political evolution driving a new world order The shock victory of 43 year old Pita Limjaroenrat from the progressive youth-led Move Forward party in the recent Thailand elections perfectly captures the wind of change seen…

In “Port in a Storm. What 2023 holds.” our CIO, AC Tan shares his thoughts on 2023 and how we at Karrin Associates plan to navigate it. If world events at the turn of the decade did…

Routinely a bustling destination for both leisure and business travelers alike, the “land of smiles” has in the last few years been anything but. Prominently beleaguered by a shaky political landscape coupled with US-China trade disruptions…

The millennial generation accounts for 27% of the world’s population or c.2 billion people. Interestingly, about 58% of these millennials live in Asia making that c. 1.2 bil Asian millennials. These individuals are today sophisticated, socially aware, tech savvy, are…

Amidst the vast swathe of hard hit sectors from the Covid-19 pandemic, the Asian consumer segment in our view stands out as having both good cyclical and structural prospects, which we at Karrin Associates are…

US-China relationship at worst levelsThe world today is quickly turning into a two-bloc playground revealing a US-China ‘cold war’ spectacle. Originating with trade disputes following the election of Donald Trump as US President, this US-China…