Commentary on special events in Thailand and the SET Index.
Its just fun to read things like this, when compared to what international musicians/movie stars charge then Thai celebs are far cheaper. And this comment by the owner of Ichitan is hilarious Tan Passakornnatee, founder of Ichitan ready-to-drink green tea, and Ittipat Kulapongvanich, founder of Tao Kae Noi seaweed snacks, believe they can promote their […]
Read More →Finally back in Bangkok after two weeks in Europe, one of which was is in Moscow. A fabulous country, a fabulous city, its a properly developed city with wonderful architecture, a history second to none, a culture that is incredibly unique, a metro that is better, cleaner and safer than what I’ve seen in NYC […]
Read More →Major Cineplex Group Plc (MAJOR) is Thailand’s leading entertainment lifestyle company, with core businesses in cinemas, bowling, skating rinks, retail space, film distribution and media advertising. Chairman Vicha Poolvaraluck discusses the company’s strategy and outlook. Plenty of room for growth, says Mr Vicha. Why is Major defined as a lifestyle company and not a cinema […]
Read More →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 […]
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