Research on Thai Markets in general and the SET Index
Central bank laments lack of private investment — Thailand’s economic conditions are expected to improve in the second half propelled by public expenditure, but a low private investment ratio still constrains the country’s full growth potential, says a senior Bank of Thailand official. (Bangkok Post, 1/7/16) Department wants VAT kept at 7% for another year […]
Read More →I remember 2015 being a year driven by local institutions, interesting that this year has been one driven by foreign institutions thus far.
Read More →Looks like that Brexit scare was shortlived.
Read More →Adjustment could save state B10bn a year — The Fiscal Policy Office (FPO) is considering reviewing the blanket living allowance for the elderly in order to cease paying the subsidy to those with sufficient income and reallocating this portion to others. (Bangkok Post, 27/6/16) ASEAN to press RCEP to cut tariffs on 92% of goods […]
Read More →I’ve always enjoyed reading Byron Wien’s “The Smartest Man in Europe” papers and now it shall come to an end as the previously anonymous gentleman, Edgar de Picciotto, has passed away. Here’s a snippet and link to the article, definitely worth the read. Over the years I learned that he didn’t think like other investors, […]
Read More →Well its fairly obvious what happened last week, innit!?!?
Read More →Thaicom urges govt to weigh impact of extra fees – THE GOVERNMENT should consider the impact on Thaicom if it slaps additional conditions or more regulatory fees on two of the company’s satellites, chief executive officer Paiboon Panuwattanawong said in a statement released yesterday. (The Nation, 22/6/16) Thai airlines spared from EASA blacklist – Thai-registered […]
Read More →George Soros has an op-ed out on the Brexit and as usual its a fun read. Here are some snippets and a link to the rest of the article. This is wishful thinking. It would have at least one very clear and immediate effect that will touch every household: the value of the pound would […]
Read More →This silly catch word will dominate the headlines for the week “Brexit”. I don’t quite care what happens but any volatility is welcome. What else? Well a there’s a lot of central banks meeting this week in the region, so that could be amusing if one of them decides to actually make a move with […]
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