ThaiCapitalist Commentary
Rallies all around! Ze Germans have agreed to something with the rest of Europe! http://bloom.bg/nf6w3R German lawmakers approved an expansion of the euro-area rescue fund’s firepower, freeing the way for European officials to focus on what next steps may be needed to stem the debt crisis.
Read More →Slightly off the beat post, but politics in Thailand never ceases to amaze me. Chuvit was the well-known owner of several massage parlours in Bangkok and had supposedly sold his entire stake in all his entities to enter into politics.
Read More →Something odd happened on Monday, 26th September @ 2.35pm, 5 minutes after the market reopened, the SET was trading down ~-9.5% for the day, with the circuit break (where if the market is -10% the Stock Exchange of Thailand will halt trading for 30 minutes) just a few sell orders away the market stopped trading….
Read More →I just came across this clip again from last year and thought it would be interesting for you to watch. Hugh Hendry has been one of the few Hedge fund managers that I follow religiously.
Read More →A lot of friends and colleagues have been asking us over the weekend “What do we do now?” My answer to most of them, much to their chagrin is “Well its a bit late for asking.”
Read More →The Inmates are taking over the Aslyum! SCB doubles the size of its investment banking team! Ok maybe that is an unfair comment as Siam Commercial Bank is a fantastically well-run bank since Dr. Vichit Suraphongchai came on board to advise the bank and eventually become its CEO in 2007 and today is the most profitable […]
Read More →August Monthly Letter August has been an extremely volatile month with the downgrade of the US debt by the S&P, which leaves us begging the question what is now the risk free rate to be used by investment bankers/firms around the world…
Read More →So what have we learned in the past 2,066 years ? “The budget should be balanced, the Treasury should be refilled, public debt should be reduced, the arrogance of officialdom should be tempered and controlled, and the assistance to foreign lands should be curtailed lest Rome become bankrupt. People must again learn to work, instead of living on public […]
Read More →Published in the Bangkok Post on 5th August 2011 Charn Issara group has been an initiator and a leader in property development in Thailand for more than three decades. The company also has experience in long-term leasing of office buildings, shopping centres, residential condominiums, single detached house projects, high-end hotel and property after-sale services. Managing […]
Read More →So what would happen if Greece defaults or goes through a hard restructuring? With the 2 year Greek notes now yielding 29% and Europe likely to postpone its decision on what to do with Greece we thought that it best be prudent to look at the impact of Greece defaulting on its bonds would be […]
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