Category: Market

Research on Thai Markets in general and the SET Index

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Market Update 25/09

A member of my team made a comment the other day that the Thai market appears to track the Chinese equity markets whereas the Vietnam market tracks the US equity markets. Depending upon your timeframe, if you do a quick correlation exercise, you’ll find it is rather accurate (again timeframe dependent). Now back to the […]

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Market Update 18/09

The market stuck in a range, the bull story I’ve raged on about for a while 1. Commodities 2. New government policies, the bear story 1. Higher rates 2. A weak global demand situation Let’s see.

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Market Update 11/09

Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done. The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.

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Random Thoughts: Market changes, MSCI/FTSE, Folklore

A (sort of) New SET calculation After years of sitting on their butts the exalted individuals that are running the SET have instead of deciding to fix the free float requirements of joining the SET50 (hello DELTA), instead they are going to launch a brand spanking index that will take into account the free float […]

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Market Update 04/09

I can’t get over thinking that with the new government in charge that there is going to be a massive wave of investments unleashed into Thailand. The country has been stuck with a bunch of donkey kongs running the place for the past decade whom had no idea how to do anything other than suppress […]

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