Howard Mark’s latest memo is as usual, a must read. This time around he does more than the past in terms of outlook by explaining both his positive and negative viewpoints on the markets. There’s an interesting discussion that he has on the impact of the new Tax laws in the US and how it […]
Read More →BOT admits inflation in 2018 might be higher than it expects as crude oil price is rising continuously. Analysts point out crude oil price has risen by 10% which will lead inflation to rise and central banks may raise interest rate to cope up with inflation. ( Krungthep Turakit , 22/1/18) Ministry of Finance says […]
Read More →BGRIM BGRIM is expanding its investment in CLMV; it set up two subsidiaries in Cambodia for the power plant and transmission wire business. It expects to sign an MOU for a project in Vietnam in 1Q18 and expects a project in Malaysia to be finalized in 3Q18. (Thun Hoon, 26/1/18) Comment: Out of all […]
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