Research on Thai Markets in general and the SET Index
Thailand Ministry sticks to 1.2% export target despite dire forecasts – Despite many organisations projecting low export growth this year, the Commerce Ministry has maintained its target at 1.2 per cent as it expects shipments to recover in the second half on the back of a predicted rise in oil prices and a weakening in the value of […]
Read More →Mobius makes a few good points in his latest commentary on emerging markets vs advanced markets, here’s a few nuggets and a link to the full article. Growth in emerging markets has outpaced growth in developed markets by more than double People under the age of 40 are typically entering the most productive years of […]
Read More →From the FT this morning: The threat to the euro has always been a soluble problem cloaked in an aura of political impossibility. But with each day, both sides seem more willing to indulge in blame shifting rather than constructive engagement. Greece now stands on a precipice. It is increasingly hard to detect the path […]
Read More →And the only news this week that will have an impact is Greece! Question – will it have a contagion effect? No, it won’t precipitate a liquidity crisis.
Read More →Here are the facts: Exports tumbled for a fifth straight month in May The Commerce Ministry yesterday said shipments fell by 5% year-on-year to US$18.4 billion last month. In the first five months, exports reached $88.7 billion, down 4.2% from the year-earlier period. May exports of agricultural goods fell by 2.8% year-on-year to $2.97 billion, […]
Read More →Thailand BoT slices growth outlook to 3% – The Bank of Thailand has slashed its economic growth forecast for this year to 3%, saying export growth has slowed, private consumption remains tepid, and private investment is weak. It is the fourth cut to the 2015 growth forecast by the central bank. Last June, it projected growth of 5.5% […]
Read More →A great little op-ed by Mark Mobius on ASEAN and the AEC Impact on the region, see below for the whole article. The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental […]
Read More →Last week was rather eventful for the thai market with it being hit with the double whammy of the ICAO (Thailand’s airlines) and MERS, then again if you had closed your eyes and reopened them today it looks like nothing has really changed. What can we look forward to this week? Greece greece greece.
Read More →Thailand Pridiyathorn: Pickup just around the bend – Thailand’s economic recovery should gain momentum from September following a one-year downward correction resulting from the previous government’s distorted stimulus policies, says Deputy Prime Minister MR Pridiyathorn Devakula. He said the present government had focused on good governance in terms of administrative and economic policies by reducing […]
Read More →There’s another drought happening throughout Thailand and this doesn’t bode well for consumer spending upcountry.  Here’s some information that we’ve been able to put together. Cause? Massive deforestation in north was the fundamental cause as this has resulted in the lack of rainfall, especially in the North, where most reservoirs are situated. Specifically, at least […]
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