Commentary on special events in Thailand and the SET Index.
Big thanks goes to Simon Derville over at Raimon Land for allowing me to contribute to their annual report on Thailand’s property sector with my thoughts on Thailand, aec, and the market. If you want a complete picture on how Thailand’s property market was in the past, how it is today, who the major players […]
Read More →Donald Rumsfeld referred to Europe as “Old Europe” years ago in a speech and its something that has stuck in the back of my mind ever since. Population demographics of a country is tremendously important for the growth of a country and this is why SE Asia is still a fantastic place to be investment […]
Read More →Saw this on twitter earlier from @edconway, its a table from the Bank of England showing which global indicators matter the most and in the end JP Morgan’s global manufacturing PMI numbers are important, whilst the Baltic Dry Index is just meh. Source: Twitter
Read More →We awoke this morning to news that Larry Summers has taken himself out of the running for the Fed position, whats happened? US dollar weakening, Asian markets are up, Dow futures up over 1% but oil & gold look flat  The Association of Securities Companies (ASCO) looks to lower the amount that local prop […]
Read More →There’s this great deal on amazon.com, that for THB 100 or USD 2.99, you can get all of Berkshire Hathaway’s letters to shareholders, yes that’s right all of Warren Buffet’s shareholder letters! So if you’re on an Ipad or android tablet, get the kindle app and download this, and if you complain that this is […]
Read More →During the week BTS released their monthly ridership numbers and my goodness just simply look at this chart, and given that now its still only about 600,000 daily riders (in dec ’12 the avg daily ridership was 533k), the extensions for BTS lines are continuing to come and with more and more people using the […]
Read More →Well wasn’t that one quick rebound, if you had closed your eyes for the past 4 weeks then things haven’t changed much in terms of prices. Seems like all European and Asian equities have benefitted since the “reset” last month and with tapering announced next week, the fed isn’t going to do anything until late […]
Read More →The media shifts very quickly in its headlines from Thailand booming to Thailand being in a recession to a potential repeat of 1997. This is nonsense as Thailand’s as well as most Emerging economies, have: 1. Increased their economic importance in the Global Economy 2. Foreign reserves in the late 90’s were only enough to […]
Read More →With the expressway tolls increasing for the first time in a few years from 45 to 50 baht per trip, I haven’t experienced such light traffic on the highways in bangkok for donkey years, reminds me of the holiday periods when Bangkok is normally empty. If you want to watch English football, Spanish football, German […]
Read More →“There are loads of opportunities out there in the rural area that we urban dwellers cannot imagine,” chief executive Boonyong Tansakul says as he discusses how Singer Thailand Plc (SINGER) is preparing to leap forward. Initially renowned for its sewing machines, the SET-listed Singer has successfully transformed itself into one of the most trusted brands […]
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