Commentary on special events in Thailand and the SET Index.
Another good op-ed in the Bangkok Post this clearly stating the inconsistencies in Thailand today. So what does this mean for the market? Well my viewpoint is very simply how many more negative events can hit Thailand? Far and far less, yes there is a fear of the Red Shirts under Jatuporn creating more noise […]
Read More →Well Yellen chaired her first succession, annouced another cut in the asset-purchase program by USD 10 bn – so they are still buying USD 55 bn a month of of mortgage-backed securities and longer-term Treasury securities. Anything else? Well the fancy sentence is now “Shifting to “Qualitative Guidance†from “Quantitative Guidance†for the federal funds […]
Read More →This was going around all of the social media feeds yesterday afternoon, Singapore is hosting a Songkran event! And then Thai’s begun shouting about how Singapore is stealing a Thai tradition, well no, its not a Thai tradition, it exists in Myanmar, Laos and Cambodia, as well as in Sri Lanka and India (off the […]
Read More →We have an interesting few weeks coming up with politics in Thailand: Yingluck has been given a 15-day reprieve by the National Anti-Corruption Commission (NACC), so by the 29th March she will have to present her defence and then the NACC will conclude an impeachment case -> nothing positive out of this for her. The […]
Read More →Over the past 2 weeks we’ve attended numerous AGM’s and EGM’s and what I don’t quite understand is why some investors have to stand up and complain like whiny children about a company’s performance. If you don’t like a company/a stock, just sell it, that’s the beauty of investing its a real time beauty contest. […]
Read More →S. Khonkaen Food Plc (SORKON) is a major producer of Thai-style sausages and dried, shredded pork. In recent years the SET-listed company has branched out into food retailing and restaurants and is also pursuing other market opportunities. Chief executive Charoen Rujirasopon discusses the company’s strategy and outlook. Northeastern and Thai-Chinese dishes have broad appeal, says […]
Read More →Byron Wein of Blackstone has just released his latest monthly letter and as usual its good reading, he covers the markets, the US, Japan and China, see below for a snippet and a link to the letter. Everyone had made money in the stock market in 2013, although few had done as well as the […]
Read More →So the PDRC has decided to stop the Bangkok Shutdown but still continue protesting in 4 areas including Lumpini Park but Asok and Rajaprasong and now clear. Suthep says it’s not a sign of weakness, really? Every protest site has looked incredibly empty for the past month, he hasn’t run around the streets looking for […]
Read More →Have nothing to do this Sunday morning? Warren Buffet’s latest annual letter is just out and here’s an excerpt and a link to the full letter 🙂 I tell these tales to illustrate certain fundamentals of investing: You don’t need to be an expert in order to achieve satisfactory investment returns. But if you aren’t, […]
Read More →Stanley Weiss has come out with another op-ed piece on Thailand, this time discussing the need for Thailand to have a Bill of Rights. Over the past century, Thailand has endured colonial aggression, two world wars and neighboring civil wars on every one of its borders. It has survived extreme nationalism, home-grown fascism, aggressive communism […]
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