Commentary on special events in Thailand and the SET Index.
MÄgha PÅ«jÄ day marks the four auspicious occasions, which happened nine months after the Enlightenment of the Buddha at Veḷuvana Bamboo Grove, near RÄjagaha in Northern India. On that occasion, as recorded in the commentary to the MahÄsamayasutta, DN-Comm 20) four marvellous events occurred: 1,250 disciples came to see the Buddha that evening without being […]
Read More →Some 120 firms (with a market cap of THB 4.39 trillion/USD 134 billion) this time around coming to present to investors @ the SET starting next Monday all the way til the end of March. If you need to see the schedule go to this link SET Opp Day and they even have the capability to […]
Read More →MC Group Plc started its jeans business in Thailand under its own Mc brand in 1975 and listed on the Stock Exchange of Thailand last July. Today MC specialises in retail and distribution management of lifestyle products and services for brands under the group as well as other leading brands. Chief executive Sunee Seripanu discusses […]
Read More →Yes yes I know at times I disappear for a day or two or even three from updating this blog, it has been busy a period, then again it always is, in a given week we have to: Update clients – takes half a day per client Company Visit – takes half a day per […]
Read More →Wonderful monthly letter by Pimco’s Bill Gross talking about the relationship of credit and asset prices with his pig example. Essentially he’s expecting headwinds for the stock markets with the removal of liquidity and thus credit by the Fed for the coming year. Asset prices are dependent on credit expansion or in some cases credit […]
Read More →Another great op-ed from K. Voranai over at the Bangkok Post, here he openly discusses that fact that because most people in Thailand aren’t willing to finish things 100% and follow the correct procedures and hence the issue that we arrive today in with politics. From tuk-tuk taxis and motorbikes to sports cars and luxury […]
Read More →Byron Wein’s latest commentary is out and he’s advised to be prepared for a volatile here, here he reviews his 2013 surprises, his thoughts on emerging markets, the US economy, Japan’s “third arrow”, interest rates and so forth. See below for a snippet and a direct link to the article. In the second Surprise I thought […]
Read More →This is good thorough article on the cock-up that is the Amnesty Bill that the government pushed through and what repercussions that it has had upon the Pheu Thai party and the political situation it has led to today, in the end, as we’ve written before here, it comes down to the simple fact that… […]
Read More →There have been several articles going around that Emerging markets are in the beginning stages of 1997 Asian Financial Crisis part deux and how Thailand is going to yet again be affected. We’ve gone through each data point thrown our way but in the end we disagree for Thailand. Quite simply: I don’t see high […]
Read More →Just out now, the Criminal Court rejects the DSI’s request for arrest warrants for 16 core members of the protestors for alleged violations of the emergency decree. So wait, if I and a bunch of friends decide to take over a few key intersections then I haven’t done anything wrong? I won’t be arrested for […]
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