Commentary on special events in Thailand and the SET Index.
We think that this number should be far higher, agricultural prices have dropped by 50% and you’re telling us that the farm economy has only shrunk by 4.2%? The farm economy contracted 4.2% year-on-year in the first half of 2015 as drought hit crops, but the livestock and fishery sectors still expanded, the Office of […]
Read More →Here are the key facts: Come December, Thailand will have more solar power capacity than all of Southeast Asia combined as record sums of money are poured into the sector in the hopes of nurturing a new energy source to help drive the region’s second-biggest economy. Thailand has been shifting from natural gas with once-plentiful […]
Read More →I look at Myanmar with a great deal of curiousity, the question in my mind are IF they are able to start their exchange what impact will that have on Singapore and Thailand’s ability to attract companies doing business there to list on their respective exchanges? Which brokers in the region are active in pursuing […]
Read More →The market rallied slightly at the end of the week but purely on local institutional buying. This week there isn’t much to look forward to, although I am curious to see how financials earnings have been in the 2q.
Read More →As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]
Read More →The growth of the renewable sector Thailand has been remarkable to say the least, here are some key facts: The capacity of renewable energy for electricity generation has been rising substantially and is expected to reach a record high of 9,200 megawatts by year-end, according to the Department of Alternative Energy Development and Efficiency. As […]
Read More →Our Queen Chartist has returned to share her thoughts and outlook on the capitalist experiment in communist china, it’s a fun read enjoy! There is an old saying “A picture is worth a thousand words.†Well, the Big Brother of China has something to say. His Little Brother has something to say, too. I […]
Read More →A slightly sensationalist headline I admit but according to a Reuters report The quantity of water collected in the three dams totaled 5 billion cubic meters last November, compared to the normal 8 billion cubic meters, said Thanasak Watanathana, governor of the Metropolitan Waterworks Authority. As of Monday, there was about 660 million cubic meters […]
Read More →Is the Land of Smiles going to finally have a legal casino? It looks like it with Las Vegas Sands hosting the media. A couple of weeks after military strongman and Prime Minister Prayut Chan-o-cha shot down the controversial idea, Sands, whose CEO Sheldon Adelson is ranked 18th on the 2015 Forbes billionaires list, last […]
Read More →With the Greece vote confirmed last night for a “No”, what’s going to happen to the markets? Well in short, a decline without a doubt will affect most equity markets, but I have my doubts that we’ll see the 5-10% drop that occurred in 2011. In the end this wonderful story of capitalism in Greece […]
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