Ahhh the wonderful quarterly letter from Jeremy Grantham of GMO, is out and it has its usual combination of wit, investment thoughts and curiousity all melded into one paper. This quarter he discusses a list of ten topics that are not positive at all for the world, but he does add in his usual but human are […]
Read More →It’s no surprise to those of us who live here that Thailand has a huge black market economy that doesn’t show up on official statistics, here are some intriguing facts: Thailand’s informal economy, the non-regulated, non-taxed part of its overall economy, made up 40.9% of the country’s GDP in 2014. Taking Schneider’s number, in money […]
Read More →A wonderful article over at Forbes that highlights the CEO’s of MNCs viewpoints on ASEAN, here’s the introductory paragraph and the link to the rest of the article In early 2015, I interviewed eight C-level executives at leading foreign multinationals as part of a KPMG sponsored report exploring the outlook for multinationals (MNCs) in ASEAN. What did […]
Read More →Complete market coverage the key for Erawan The Erawan Group Plc (ERW) operates more than 5,000 hotel rooms ranging from budget to luxury, and aims to become Thailand’s leading hotel developer and investor. President Kamonwan Wipulakorn discusses the company’s strategy and outlook. Please explain Erawan’s business model. Erawan operates in the hotel industry and focuses […]
Read More →ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]
Read More →Note: This will be the last WHTW post including all the global news events, going forward it will just be a summary of 10 key points in total Thailand FPO still confident of 3% growth despite export woe – The decline in Thai exports is not as bad as those experienced by some of neighbouring […]
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