Weekly Industry Update
Comment: Markets took a beating last week because of developments in Europe, but the story remains the same with telco’s keeping the market strong for the year.
Read More →Category: Commentary
ThaiCapitalist Commentary
“Is your car bulletproof?”
Having been lucky enough to meet with several investment professionals in the US, Europe, Hong Kong, Singapore, Thailand and several other locations in the world, it has been interesting to see on how they look at and/or value investments in equities.
Read More →Weekly Charts – SET, USD/THB, SET/Brent, Gold
Lots of charts this week from Ploy, see below! The question I have been asking myself for a few days is, “where does all the money go?†The answer: It’s pouring into the Dollar.
Read More →Soros on how the ECB can save the Euro
The markets for the past few years have been purely macro driven from our point of view for large caps hence why our cash position has shifted so often in anticipation of continued delays by politicians in both Europe and US regarding their debt issues. I have no idea what the solution for all this would […]
Read More →Weekly Industry Update
Comments: AIS and Intuch have been keeping the market because of Intuch’s plan to sell part of its stake in AIS to Singtel, and then probably pay a massive dividend to itself (Temasek), talk about going from left pocket to right pocket. The other sectors haven’t moved much in the past week still too many […]
Read More →Weekly Industry Update
Comments: What happened in the past week? Euro crisis + Thai floods + US economic recovery + Oil near $100 = confusion in the markets.
Read More →Charts – Gold
Ploy has decided to grace us with her foresight on Gold as well this week. Personally its not something I understand and have only traded/invested a few times, (note: I do have a personal long position in it now purely because of the Euro situation but it’s giving me nightmares). Here are her thoughts:
Read More →Weekly Charts – SET, SET/THB
Latest thoughts from our resident queen chartist Ploy. She still thinks that the market will continue to rally but that we should keep our eyes on the USD/THB exchange rate and a close eye for the next cycle on the 10th November. As we are approaching mid November, the market seems more difficult to trade. […]
Read More →Thai 2011 GDP downgraded to 2.6% by the BOT
Ake, a former colleague of mine from TSCAP days, has started a great informative site charting the economic developments of Thailand, www.factforthought.com, and has graciously allowed me to use some of his slides for presentations and for on here as well. Due to the flood crisis in Thailand, downgrades for Thai 2011 GDP are to […]
Read More →So what have we learned in the past 2,066 years ?
Given what just happened in Greece, I just had to repost this. 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 […]
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