ThaiCapitalist Commentary
The prime minster, Yingluck, was in Japan and gave a speech entitled “Unbeatable Thailand, Unparalleled Opportunities”. Within it contained some key points illustrating how important Japan is to Thailand’s economic growth and health. Japan is Thailand’s largest trading partner. Our exports to Japan grew by 8.3 percent last year. You are also Thailand’s largest investor. […]
Read More →Bugger…I have nothing against him but I’m not sure that this politically is the right move now. It would be far wiser to let the current government do a fantastic job over the next few years and then aim to return to Thailand with that momentum. See the link below to watch the interview on […]
Read More →Latest thoughts from our chartist Ploy! Today she explains her concerns for the SET and what key points to look for. The SET breached above its previous High at 1,148.28 last week, with Thai investors cheering joyfully and betting for 1,200 or even higher. Such sentiment turns negative this week and I begin receiving calls […]
Read More →Notable transactions: Buys:Â BANPU – Bt. 20 mn by K. Ongart (Director) BGH – K. Prasert is still buying up shares in his co.
Read More →The crowd roars “Liquidity liquidity liquidity!” Not much really to say other than enjoy this liquidity run provided by the Fed, ECB and BoE. See below for charts.
Read More →The article covers all the points that we’ve been writing here, that despite all the rubbish this country has gone through, it still recovers strongly each time. Enjoy reading. In a Bloomberg Markets ranking, Thailand is second only to China among the world’s best emerging markets for investors. The ranking looks at a series of measures such as market […]
Read More →Latest thoughts from our resident chartist Ploy. The US dollar index almost gave us a heart attack when it breached above the barrier at 79.54 last week. However, it couldn’t breach above another key barrier at 80.50: it turned around and head downward, with support at 78.50-78.30. If it falls below 78.30, it may head […]
Read More →The first two months of the year are all about the recovery of businesses affected from the flooding, specifically the Industrial’s sector. Both Amata and Hemraj have benefited tremendously from the flood crisis as their industrial estates were not affected at all, also Ticon has begun to recover as the impact on their rental factory […]
Read More →I had begun creating this index since my role as an analyst at an investment management boutique firm here in Thailand, back in 2006, demonstrating how small & mid caps (SMCs) absolutely destroy large caps over time. What we wanted to prove was that year in year out, SMC’s would constantly outperform (albeit they didn’t […]
Read More →Goldman Sach’s Jim O’Neil latest paper last week had a fantastic stat: “Despite this, my main message is – once again – to please keep this in perspective. Greece’s economy is somewhere between $300 to $350 bn. Last year alone, China’s GDP increased by $1.4 trillion, to $7.3 trillion. I reckon that means China has created […]
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