Research on Thai Markets in general and the SET Index
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.
Read More →Fun times this week! The BoT meets to discuss rates in Thailand, the Fed meets later in the week to discuss interest rates, volatility shall reign supreme. In the meantime, look at the beating taken by financials and property this year. If you believe that things will eventually recover by this time next year, […]
Read More →We now joke that the military voted down its own constitution. Last week the NRC rejected the 2015 draft constitution with only 105 voting yes which is short of the 124 required to send it to a nationwide referendum. So what? Well elections are now definitely NOT happening in 2016 because this means things will […]
Read More →Source: The Economist
Read More →…he said something about investing that I keep going back to: “It’s not supposed to be easy. Anyone who finds it is easy is stupid.” Source: Oaktree Capital Sit back, grab a cup of coffee and be prepared to spend your whole morning reading, re-reading, and highlighting this latest memo from Howard Marks.
Read More →CB Leaves Rates On Hold as Investors Look to Draghi for QE Hint – The European Central Bank left interest rates at record lows, shifting the focus to President Mario Draghi’s press conference for clues on whether he sees a need to step up stimulus. The 25-member Governing Council kept the main refinancing rate at […]
Read More →A great article I just found on the FT’s website talking about how the changes in the Mekong trade are affecting Thailand’s trade with its neighbours, the key points are as follows: Credit-fuelled consumption booms in Laos and Cambodia have begun to soften, while Myanmar is diversifying its trading relationships. The result has been sharp falls […]
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