Commentary on special events in Thailand and the SET Index.
“Europe is an allegory for the ages of man. You are born Italian, relentlessly infantile and mother-obsessed. In childhood, you are English: chronically shy, tongue-tied clicky and only happy kicking balls or pulling the legs off things. Teenagers are French: pretentiously philosophical, embarrassingly vain, ridiculously romantic yet simultaneously insecure. During Middle-Age, we become either Irish […]
Read More →Soros gave a speech at the Festival of Economics, Trento Italy, there he covered his thoughts on the Euro Crisis today, its a fascinating read enjoy! But the likelihood is that the euro will survive because a breakup would be devastating not only for the periphery but also for Germany. It would leave Germany with large […]
Read More →The Ministry of Commerce reported May inflation at 2.53% YoY, up from 2.47% YoY in April and inline with market estimates of 2.50% YoY. On a monthly basis, the May CPI rose a for a 5th month by 0.39% MoM, pressured by the 1.14% MoM increase in food and beverage product prices (33.0% of CPI), […]
Read More →This coming Wednesday Gen Sonthi Boonyaratglin, Chairman of the House Committee for National Reconciliation plans to table a “reconciliation bill” to Parliament that would provide blanket amnesty to all politicians and public servants (civil servants, soldiers, police etc..) for any political crimes committed since 2006 [note: convenient year to choose!] Thanachart put out flow chart […]
Read More →I just noticed a large increase in visits to this site…most of you were sent to this link http://www.thaicapitalist.com/2011/10/thank-yous/ where I thanked Howard Woon for allowing me to interview his clients of Shareinvestor Thailand for the Bangkok Post. If you hadn’t realised, its because of Shareinvestor Thailand that it is so easy to find public information about […]
Read More →Yesterday the THAI board announced the “termination of employment” or in plain english  the firing of Dr. Piyasvasti. The reason according to the Chairman K. Ampon is “Not that he is an incapable president. But so far, there has been poor unity in communications between him and the board of directors. To achieve THAI’s earning […]
Read More →Great op-ed last week by Voranai Vanijaka in the Bangkok Post talking about the fading power that is known as the yellow shirts or PAD. Close friends know the vitriol I’ll use when talking about this group given how they impacted my family, friends and myself. When the Criminal Court on Feb 28 this year sentenced […]
Read More →Off to Myanmar for the weekend, hopefully will learn something new and that’s not reported in the media. Posts will be sparse!
Read More →I’m actually a member of this fitness chain, why? Because it’s incredibly cheap and I know value where I see it!! But my membership cost me THB 10k up front and after 3 years an annual payment of THB 3,000 (this was negotiated back in 2009) we knew that this company wouldn’t be able to […]
Read More →Its not often we get to read about Thailand in a non-negative way on Bloomberg. The Thai Government Pension Fund has decided to begin investing in assets in both the US and Europe. Just further evidence that Thailand no longer only looks inward. “The stagnate economic environment in the U.S. and Europe offers a great opportunity for […]
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