Research on Thai Markets in general and the SET Index
China’s Exports Jump Most in a Year, Boosting Growth Outlook — China’s exports jumped the most in a year and declines in imports narrowed, adding to evidence of stabilization in the world’s second-biggest economy. Stocks rallied. Overseas shipments rose 11.5 percent in dollar terms in March from a year earlier, compared with a 25 percent […]
Read More →Given that the everyone was effectively on holiday last week the market had low volumes and little movement. However today we awake to the news that nothing of note happened in Doha (except the Iranians showing the middle finger to the Saudi’s) and oil prices down -4% as of writing. This week, well I wouldn’t […]
Read More →* Thailand’s Consumer Prices Continue to Fall in March — The country’s headline consumer price index dropped 0.46% in March from the previous year, easing slightly from the 0.50% on-year fall in February, data from the ministry showed. However, the March CPI edged up 0.21% from the previous month, accelerating from a 0.15% on-month rise […]
Read More →What bear market? Source: Bloomberg As an fyi posts will most likely be minimal for the next few days – week as I’m traveling.
Read More →Here. Given the risks to the outlook, I consider it appropriate for the Committee to proceed cautiously in adjusting policy. This caution is especially warranted because, with the federal funds rate so low, the FOMC’s ability to use conventional monetary policy to respond to economic disturbances is asymmetric. If economic conditions were to strengthen considerably […]
Read More →To be honest – I don’t quite care about what will be in this new constitution (re investment decisions) and I doubt the public cares much either, in the end the key thing that I care about is the timeline. If the government can maintain this timeline then I’m still going to be positive about […]
Read More →In a nutshell Feb #’s looked like they were saved by the sweetness of sugar which somehow jumped some 78% YoY in value terms, this despite Brazil still dominating the world w/ their weak currency. Something positive to note is that exports to ASEAN and Japan (combined ~50% of exports) picked up for the first […]
Read More →Just made public is this interview done by the FCIC and Warren Buffet, it’s 1 hr 39 mins so sit back and enjoy listening to him discuss his investment ideas and process. Audio Link: FCIC Transcript link: Ritholtz
Read More →Dividends dividends and more dividends shall be paid out over the next few weeks and typically ends by the 1st week of May. This combined with people still hanging onto the hope that 1Q16 #’s will show an improvement (we have our doubts, retail looks dead) has kept the market rather buoyant. Now telco’s – […]
Read More →Tax cheer for Songkran? — To heat up local dining and travel during the sweltering Thai New Year season, the government plans to roll out a new tax incentive scheme aimed at sparking a Songkran spending spree amid the languid economic recovery. (Bangkok Post, 21/3/16) Stimulus deadline spurs race to cut rates — Mortgage competition […]
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