While I’m still putting together my own long piece on the coup and its potential impacts (yes i’m slow I know I know, but I’m still just amazed and impressed by how well this all been executed). So in the meantime have a look at some key points that Dr. Mobius has put together. From […]
Read More →I’ve had the pleasure of listening to Kishore Mahbubani speak live a few months ago and just came across this article stating his viewpoints on ASEAN. As a region it is doing tremendously well despite all the issues that plague developing countries, and in my mind as an investment destination is a no-brainer. See below for […]
Read More →BGH Buys new hospital in Nakorn Pathom — BGH has announced the acquisition of Sanamchan Hospital, a 198-bed private hospital in Nakorn Pathom, plus its two hospitals. The investment cost is Bt3.66bnn (SET) Comment: And the growth machine for BGH continues, still think it can comfortably go to THB 20/share, just wait for the day […]
Read More →