ThaiCapitalist Commentary
A morning rant. This pariah to Thai society has been off the news since the previous government/democrat party was in charge here in Thailand. Now his ASTV has apparently been forced off the air because they are unable to pay a THB 12 million debt (USD 400k) to the satellite operator.
Read More →Commentary: The past week has been terrible for all sectors because of the flood crisis in Thailand continuing with no signs of it abating, more industrial estates are affected, and fears that the water volumes will have to be released via Bangkok in order to reach the Chao Phraya river resulted in a large drop […]
Read More →There aren’t many columns that I enjoy reading in the Bangkok Post but K. Voranai Vanijaka constantly writes about relevant topics in such an honest manner. In his column today he hits the nail on the spot with the joke that is thai politics and their handling of the flood crisis in Thailand. ‘‘I’m sick […]
Read More →Roger, the author of this article, is a close friend of mine from our international high school days in Bangkok and he’s now doing his PhD thesis on Myanmar. He has an absolutely brillant if quirky mind on politics and history in general. Now I just quickly want to throw in my thoughts re Myanmar. Myanmar […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. Surely, everyone here is so sick and paranoid with the flood news, but excited with the rapid rise in the SET. You may not like it, but the sunny days in the Thai stock market may not last long. Here, I have the chart of the SET […]
Read More →Buildings, shophouses, 7-11’s have started to put sandbags or build small cement walls around their areas in anticipation of the floods to affect inner Bangkok within the next 2-3 days. Â I’m not looking forward to seeing the car park of my condo turn into a mini swimming pool.
Read More →Ladies n gents I’m happy to say that we have a guest blogger, Ms. Ploy Tang-u-thaisuk, who will be posting her thoughts on the Thai market, derivatives, stocks, and sectors here weekly. Despite her youth, I’ve been tracking her comments/thoughts over the past few years and have found them to be an excellent resource when […]
Read More →My my, how did we get ourselves into this predicament? Thailand’s flood situation just seems to get worse and worse and there isn’t much that the government can do about this except be reactive. My friends in Bangkok have already started to move their cars to be parked far above ground level in anticipation of […]
Read More →Market Update September continued the volatility seen in August with all assets classes ex US Treasuries globally falling ~10%. The SET dropped just over 14% during September. As discussed in last month’s letter to clients we opined that we were extremely worried about a potential liquidity crisis given the Eurozone’s exacerbated debt issues and the […]
Read More →Finally! A property broker that admits Bangkok’s high-end property market is struggling. When you look around Bangkok today there are several new condominiums costing THB 100,000 – THB 150,000+ per sqm, that have all been fully sold out, but a quick glance inside the buildings and you’ll find that the majority of units have very […]
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