Research on Thai Markets in general and the SET Index
This has been on my mind of for the past few years, that yes the world is slightly different and companies are different from how they were 20-30 years ago and perhaps that the historical valuations in terms of PE’s and other methodologies may not necessary apply. Then to my wonderful surprise Morgan Stanley’s chief […]
Read More →BOJ goal pinched further as Japan firms cut inflation forecasts – Japanese companies expect consumer prices to rise 1.2 percent in the next one year, the Bank of Japan said Friday, less than the 1.4 percent annual rise predicted in the central bank’s previous June survey and below its 2 percent inflation target. (Kyodo, 2/10/15) […]
Read More →The fallout from SSI has hurt SCB in more ways than they care to admit, they’ve had to sell off assets throughout Thailand and overseas, one  which caught a lot of traders eyes when there was a huge block transaction with SCC shares. SCB’s current CEO K. Arthid said “We sold all our holding in Siam […]
Read More →Govt backs off for now from single Internet gateway idea – ICT minister rules out infringement on the right to privacy after online attacks on state websites. The government has partly retreated from its controversial plan to merge the country’s Internet connections into a single gateway after widespread criticism and heavy pressure from netizens. (The […]
Read More →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 […]
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