Commentary on special events in Thailand and the SET Index.
Bill Gross’s latest monthly paper is out, as usual it contains great thoughts and this month its all about the Fed and the impact of low interest rates and the issues that come with it, see below for snippets and a link to the paper. “financial repression”, long stretches of years and in some cases decades […]
Read More →Source: Dilbert
Read More →A nice little op-ed from Mark Mobius post the fed decision to not increase rates and its impact on emerging markets. See below for snippets and a link to the full article In contrast to the Fed, central banks in emerging markets generally are not considering the question of raising interest rates in their home […]
Read More →Not to fan the flames any further, but SSI has just been halted from trading by the SET. Official reason? “The company has requested SET to temporarily suspend trading its securities because the firm is in the process of disclosing significant information.” Unofficial reason? They’re bankrupt! Reality – A restructuring of debt, the UK facility […]
Read More →4G!!! From a green light to a red light to back to a green light. News has announced that the NBTC will go ahead with the auction of the 2 telecom licenses on the 900-MhW and that it has been approved by the board, thus 15 Dec looks like a go. AIS being sued by […]
Read More →The picture does say it all.
Read More →We now joke that the military voted down its own constitution. Last week the NRC rejected the 2015 draft constitution with only 105 voting yes which is short of the 124 required to send it to a nationwide referendum. So what? Well elections are now definitely NOT happening in 2016 because this means things will […]
Read More →Source: The Economist
Read More →…he said something about investing that I keep going back to: “It’s not supposed to be easy. Anyone who finds it is easy is stupid.” Source: Oaktree Capital Sit back, grab a cup of coffee and be prepared to spend your whole morning reading, re-reading, and highlighting this latest memo from Howard Marks.
Read More →Full integration helps STA stretch its reach Sri Trang Agro-Industry Plc (STA) is the world’s largest fully integrated natural rubber company and listed on both the Thai and Singaporean stock exchanges. Executive director Veerasith Sinchareonkul discusses the company’s strategy and outlook. Please explain the history of STA. STA was founded in 1987 focused on producing […]
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