Thai REITs
So a few readers have asked for some reit/prop fund/iff data and here are the top 10 traded ones. Source: SET, 18th Jan 2016
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Research on Thai Markets in general and the SET Index
WHTW: Top 10
B58bn for investment in fiscal year’s H2 — A total of 58 billion baht for investment in infrastructure megaprojects is expected to be drawn down in the second half of fiscal 2016, says the Public Debt Management Office (PDMO). (Bangkok Post, 19/1/16) GHB to expand loans for low-income people to Bt25bn from Bt20bn, after more […]
Read More →Random Thoughts: The same questions, Thai gov more trustworthy than Singapore’s?
Despite it being a start of a new year the same questions/scenarios remain… What if the ISM figures in the US stay below 50? Does it lead to a recession in the US? Forces the feds to not raise rates but instead cut them? If the USD declines? Oil prices recover? Capital flows back into […]
Read More →Howard Marks Latest Memo
As always, an incredibly enjoyable read! I still need to re-read this a few more times but here are some snippets and a link to the rest of the memo “Everyone knew†for years that the Chinese economy had been overstimulated with cheap financing, and that this had led to excessive investment in fixed assets. […]
Read More →Mobius: China’s Conumdrum
Towards the end of last week Mobius came out with a brief commentary on China and these are the two quotes that I feel are most important, the link to the full commentary is below… “It’s important to remember that China’s economy is a planned economy, something that I think has been overlooked by many […]
Read More →Market update 01/01 – 08/01
What a start to the new year! China decided to stress test its own circuit breaker twice, currencies are continuing on their one way trade of USD strengthening and Thailand’s PM has promised to not be angry at reporters, perhaps trying to achieve 100% popularity…
Read More →WHTW: Top 10
Rice exports down in first 11 months — Thai rice exports to the end of November this year were down 9.6% YoY 8.6 mn tonnes and the value down by 10.2% to US$4.1bn, the Thai Rice Exporters Association said. It expects Thailand to export about 1mn tonnes of rice in December, lifting the total for […]
Read More →Byron’s Top 10 Surprises for 2016
And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
Read More →Investor Movements FY 2015
And voila, here’s the snapshot for investor movement for 2015, its fairly obvious where the selling pressure has come from in the past month. But interesting to see retail investors finally pick up some shares in the last quarter of ’15.
Read More →Market Update – Dec ’15
Wasn’t that a fun year? See below for the carnage, what I’m finding more interesting at the moment are the dividend plays for March/April this year and names that were bombed out during 4Q15. Fun volatile times ahead and I’ll write more in my random thoughts this Friday.
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