ThaiCapitalist Commentary
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 […]
Read More →I’ve been hearing rumours in the market, from clients and friends, for the past few weeks about TTA and that something may happen, and the names Bee, Vijit + 1 other fellow kept popping up and that they had 30% of TTA’s shares.
Read More →What would happen if there is an earthquake in Tokyo? An earthquake destroys Tokyo, including the stock exchange and all records of transactions. Abroad, Japanese shares and the yen nose dive. Foreign exchanges collapse as Western insurance companies begin dumping stocks and bonds to cover Japanese claims. Japan starts to liquidate its overseas holding in […]
Read More →Every large company used to be a small or medium size one. Investing in small and mid capitalisation equities has always been considered to be risky because of the “unknown” factors when compared to large capitalisation investments. Large cap companies refer to some of the largest, most well-known companies in the country, and small-cap and […]
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