Commentary on special events in Thailand and the SET Index.
The prime minster, Yingluck, was in Japan and gave a speech entitled “Unbeatable Thailand, Unparalleled Opportunities”. Within it contained some key points illustrating how important Japan is to Thailand’s economic growth and health. Japan is Thailand’s largest trading partner. Our exports to Japan grew by 8.3 percent last year. You are also Thailand’s largest investor. […]
Read More →Bugger…I have nothing against him but I’m not sure that this politically is the right move now. It would be far wiser to let the current government do a fantastic job over the next few years and then aim to return to Thailand with that momentum. See the link below to watch the interview on […]
Read More →I’ve just been elected to the Board of LV Technology Plc (source:Â The Stock Exchange of Thailand : News Detail http://bit.ly/wikIqe) and I feel truly honoured. In my short career I’ve been lucky enough to analyse businesses, financial re-structurings, invest publicly, invest privately, manage a company of 400 employees, sit on the board of a private […]
Read More →Not much has been written about the upcoming AEC in 2015 when ASEAN is going to be more integrated. There are three interesting news articles that came to my attention that companies are starting now in anticipation of this. When talking to friends in the manufacturing business, the majority are looking forward to it as […]
Read More →UBS put out an extremely good paper demonstrating where the growth areas are in Thailand. In summary it shows how the provinces have grown far faster than Bangkok city in the past 15 years primarily due to manufacturing becoming a more prominent part of the economy here. This merely proves what a lot of us […]
Read More →Forbes wrote a great article regarding the His Majesty’s finances and investments in Thailand and I thought it would be an interesting read to share. I’ve put below the first paragraph and the source link. Enjoy. In Thailand, A Rare Peek At His Majesty’s Balance Sheet Thailand’s King Bhumibol, who turned 84 last December, is […]
Read More →“Floods? What floods? Thailand will be safe forever, people love this country, companies will always come here for business!” That’s the normal rhetoric from the government/politicians etc. etc. etc..and even from myself most times, albeit with a small disclaimer that the above won’t be the case unless the government acts to show that it is taking […]
Read More →Times are changing here in the land of smiles, with this recent development on the front page of Bloomberg this morning that a group wants to alter the lese majeste laws here in Thailand. Over the past few years too many different groups have used the lese-majeste law as a political tool against their enemies to […]
Read More →This government is proving to be fantastic for the stock market in Thailand, first with its plans to drop corporate income tax rates to 20% over the next few years and now this. The Stock Exchange of Thailand (SET) would be delighted if the Revenue Department waived dividend taxes, especially since this would boost sentiment […]
Read More →My good friend Roger, who’s doing his PhD specifically on Myanmar recently wrote this paper on the developments there today. It’s a country that is going to grow extremely quickly, my only fear for them is that the government takes a short term viewpoint to the country’s future, although I’ve been assured by several parties […]
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