And we’re off to the races, 1Q better than expected. Another domestic stimulus package announced Iran, still see-sawing, I’m just assigning the same pattern as covid reopenings to this “2 more weeks to stop the war” But have markets peaked short term? Some changes in MSCI end of this month More FDI coming into Thailand. […]

Grok Weekly Thai News Briefing (May 12–22, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources like Reuters, Bangkok Post, Thai PBS, SET data, and social media sentiment. Thailand operates under the Bhumjaithai Party-led coalition government with Prime Minister Anutin Charnvirakul (re-elected earlier in 2026 following the February general […]

Grok Weekly Thai News Briefing (approx. May 5–15, 2026) Key Context: Thailand’s political landscape remains centered on coalition dynamics under PM Anutin Charnvirakul (Bhumjaithai Party leader, re-elected earlier in 2026). Major recent event: Former PM Thaksin Shinawatra’s parole release after ~8 months of a corruption-related sentence. Economy shows resilience with SET Index gains amid foreign […]

The SET is nearly +20% for the year, and still yielding 4.5% Thaksin is out, hopefully he keeps his mouth shut – otherwise he’ll have to spend time in jail again. Earnings season is nearly done, it’s been better than people expected, but the Iran kerfuffle impact may start to show in 2Q figures..let’s see.

Bonus 6 Grok Summary Weekly Thai News Briefing (approx. May 1–8, 2026) This briefing covers high-impact developments from the past 7–10 days, drawing from reputable sources like Bangkok Post, Reuters, Thai PBS, SET data, and X chatter. Thailand operates under Prime Minister Anutin Charnvirakul (Bhumjaithai Party) following the February 2026 general election victory, with a […]

Grok **Weekly Thai News Briefing**   **Period: ~April 22–May 1, 2026** (last 7–10 days)   **Compiled from reputable sources (Bangkok Post, Reuters, HRW, BOT, The Nation, SET, etc.) + parallel English/Thai X searches for sentiment** This briefing covers **22+ high-impact items** across sections, prioritizing recency, scale, and implications for politics, economy, and business. Stories reflect ongoing volatility […]

Just like Russia/Ukraine, no one cares about Iran anymore. Let’s see how 1Q plays out, it’ll be better than most expect. I think I’m going to revisit my Thailand is Malaysia 2.0 with Thai spices, in the past it was for the corruption and complete mismanagement of the economy (thanks to our army and political […]

Grok Weekly Thai Political, Country/Economic, and Corporate Briefing Period: ~April 14–24, 2026 (high-impact stories prioritized from reputable English sources like Reuters, Bangkok Post, Bloomberg; supplemented by real-time Thai-language X chatter for local sentiment). This briefing compiles over 20 distinct news items drawn from recent headlines, court developments, policy statements, economic forecasts, and corporate moves. Focus […]

By now, it’s been fairly obvious how to trade around these skirmishes/wars. Markets panic for a few weeks and then make new highs. (granted not all names) . And oh, you’re welcome fellow oil shorters 😉 Thailand, my thesis that this is going to be the best government performance since Thaksin’s first term looks like […]