Commentary on special events in Thailand and the SET Index.
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 […]
Read More →Golden Land Plc (GOLD) is a SET-listed property developer focusing on landmark commercial, hospitality and mixed-use developments in the heart of Bangkok’s central business district as well as low-rise residential living. President Thanapol Sirithanachai discusses the company’s strategy and outlook. Mr Thanapol believes Thailand will quickly recover from the political conflict. Golden Land has gone […]
Read More →I was just doing research looking for information on a property company in Thailand, which led me to reading about politicians and then inspired a phone conversation with a friend about how much under the table money had to be paid just for an energy project in Thailand and then somehow led me to this “old” […]
Read More →FY2013 numbers are coming out fast and furious over the past week, and I’ll show the results of a few co’s that are relevent to the news we read about Thailand today. So here are the facts about travellers, even though we’ve had protests and continuous negative news in the media, traveller numbers to AOT’s airports […]
Read More →Dr. Mobius has been a long term investor in Thailand and almost always pops up with a commentary during times of turmoil here (which appears to be every 2 years ever since I begun working here in 2004).  In this piece he covers the infrastructure bill, Thailand’s economic resilience, and below is his comments on […]
Read More →Huh what? Thats news to me, ADVANC and INTUCH still belong to the Shinawatra family? Really? Wait a minute, wasn’t it when Thaksin sold his shares to the Singaporean investment Group that the yellow shirts first begun their hissy fit? Ok so just to debunk this silly story Here are ADVANC’s top shareholders So INTUCH […]
Read More →We wonder aloud who is paying for the tractors, transporation costs and so forth for the farmers coming to Bangkok. Also where has the THB 20 mn that Suthep apparently raised for farmers gone to? Simple, to fund the protests. Funny times in Thailand Image Source: The Nation
Read More →Its not often that I post IMF working papers, but I found this one to be particularly interesting because of its linkages in trends of growth with demographics, labour, education and so forth and it does help to give a good snapshot of the region.
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