Research on Thai Markets in general and the SET Index
It’s become rather repetitive in terms of news flows and potential economic headlines for both Thailand & the world. For Thailand the story hasn’t changed, government spending…who/what/where/why/when; the world China recovery? Fed interest rate hikes?
Read More →A nice little article over at Forbes yesterday interviewing Heinecke and including comments from other executives and analysts on the region. Here are some snippets and a link to the full article. “These emerging markets still have a lot of gas to go.†“Our major clients are not expanding in Thailand,†says Phisud Dejakaisaya, managing […]
Read More →BoT orders SSI creditors to obey rules – The Bank of Thailand has instructed creditors of debt-ridden Sahaviriya Steel Industries Plc (SSI) to also set aside loan loss provisions for the parent company of SSI UK by the end of this month to comply with regulations. The lenders are required by law to set aside […]
Read More →Bill Gross’s latest monthly paper is out, as usual it contains great thoughts and this month its all about the Fed and the impact of low interest rates and the issues that come with it, see below for snippets and a link to the paper. “financial repressionâ€, long stretches of years and in some cases decades […]
Read More →Source: Dilbert
Read More →A nice little op-ed from Mark Mobius post the fed decision to not increase rates and its impact on emerging markets. See below for snippets and a link to the full article In contrast to the Fed, central banks in emerging markets generally are not considering the question of raising interest rates in their home […]
Read More →So the Fed has come and gone until the next meeting when the media can become very excited and begin writing about the positives and negatives as a result of the potential interest rate hike or decrease..? This week? Nothing! Although we are thinking aloud @ what point do the finco’s become interesting?
Read More →4G!!! From a green light to a red light to back to a green light. News has announced that the NBTC will go ahead with the auction of the 2 telecom licenses on the 900-MhW and that it has been approved by the board, thus 15 Dec looks like a go. AIS being sued by […]
Read More →China retail sales up 10.8 pct in August – China’s retail sales grew 10.8 percent year on year to 2.49 trillion yuan (390.89 billion U.S. dollars) in August, the National Bureau of Statistics (NBS) said Sunday. The growth rate picked up slightly from 10.5 percent in July. A key reason for the month-on-month rise in […]
Read More →The picture does say it all.
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