Commentary on special events in Thailand and the SET Index.
There’s quite a bit to digest in this latest quarterly letter from GMO, I’ve put in some snippets below but there’s far more thoughts and analysis in the paper itself. The overwhelming driver of the spike in productivity in that decade was the extraordinary growth in production of IT equipment, which grew at 10% real […]
Read More →Mark Mobius @ Franklin Templeton is out with his 4Q review, and here’s his thoughts on Thailand and the link to the article for his thoughts on the rest of the Emerging Markets Thailand could see some weakness in economic activity due to the one-year period of mourning following the passing of its king in […]
Read More →You can see the bank oligopoly in Thailand is still strong. I do wonder how much market share BAY will be able to take away from the traditional big 4 in the coming years. Source: Bloomberg
Read More →Thailand Future Fund Thailand’s future fund is still ongoing developments have been slow in the past 12 months but the government seems to be picking up steam as we have the potential IPO of the Thailand Future Fund coming in April ’17 What projects could it initially injected? Apparently the MoF is targeting to have 2 […]
Read More →Here’s all the news I still collected when I went offline for the past few weeks (13/12 – 17/01), they are in chronological order, no comments, its a lot to read, enjoy. Stocks in the news (banpu, bgt, chewa, chow, com7, cpl, dtac, fer, forth, gunkul, lhbank, nncl, nok, pt, pttgc, tpbi, tpoly, work) 17.01.17 […]
Read More →Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]
Read More →Byron Wien is out with his latest monthly paper and he dissects Trump’s policies and potential impacts on the market, here’s some snippets and a link to the rest of the article Three sectors that should benefit most are energy, health care and finance. We are likely to see more drilling activity on federal lands […]
Read More →Central Banks & equity markets Templeton has come out with a quick commentary on central banks and equity markets Their thoughts: US interest rate increases haven’t always resulted in lower performance for emerging markets generally. We don’t anticipate that a mild increase in US interest rates would have a significant impact on the financial markets, […]
Read More →So yesterday the government came out with the following stimulus measures. 1) daily minimum wage hike for 69 provinces (out of 77 provinces), by THB5-10 or less than 3% hike, effective from 1 Jan 2017. This is the first hike since 2013, when min wage was upped to THB300 across the country. Only 8 exceptional […]
Read More →Digital Currency I’ve been curious as to what the next change in central banking will be..we’ve had the gold standard, the removal of the gold standard leading to the fiat system being more prominent and thereby to the US dollar effectively becoming the world’s currency, the establishment of the IMF etc etc so what’s next? Sweden […]
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