There’s another drought happening throughout Thailand and this doesn’t bode well for consumer spending upcountry.  Here’s some information that we’ve been able to put together. Cause?  Massive deforestation in north was the fundamental cause as this has resulted in the lack of rainfall, especially in the North, where most reservoirs are situated. Specifically, at least […]

There isn’t much that can be said here… https://www.youtube.com/watch?v=WWNbekZVyKk&feature=youtu.be

Forbes came out with the latest top 50 richest individuals in Thailand and whilst the list has not changed that much it’s always good to see newcomers and interesting to note they are from the automotive, renewable energy and industrial real estate. However it is worthwhile pointing out that Hopes of an infrastructure build-out boosted fortunes […]

There was an insightful op-ed in the BKK Post during the week comparing Thailand’s political drama to Shakespeare’s Hamlet, its quite the read and rather spot on, see below for some snippets and a link to the full article Our politics over the past 10 years has been one huge Shakespearean tragedy. A bitter feud […]

Byron Wien of Blackstone, just released his latest monthly paper and its a heck of a read. He covers his thoughts on how all the government spending may have influenced the equity markets in the US, Europe and Japan, its quite the read, enjoy the snippets below and a link to the rest of the […]

Here are some comments from around the Web + my own at the bottom Thailand is the least preferred equity market in Southeast Asia given lofty valuations and ongoing political uncertainty, Morgan Stanley wrote in a report this week, predicting a possible 10 percent decline in the MSCI Thailand Index in dollar terms. The baht […]