Research on Thai Markets in general and the SET Index
What has really changed in the week I was gone? Nothing. It’s still the same issues, earnings growth, uncertainty over infrastructure spending (or the slowness of it) and whether or not Greece will have the $ to pay back its loans. The most interesting movements sector wise is how badly financials have performed but no […]
Read More →There isn’t much that can be said here…
Read More →Thailand Ministry spotlights sectors with potential to boost GDP – The Industry Ministry expects industrial GDP growth of 2-3% to 2.63 trillion baht, rebounding from a contraction of 0.4% last year, with support from some rising-star industries. Udom Wongviwatchai, director-general of the ministry’s Office of Industrial Economics, specified eight major industries with rising capacity. (Bangkok […]
Read More →Forbes came out with the latest top 50 richest individuals in Thailand and whilst the list has not changed that much it’s always good to see newcomers and interesting to note they are from the automotive, renewable energy and industrial real estate. However it is worthwhile pointing out that Hopes of an infrastructure build-out boosted fortunes […]
Read More →There was an insightful op-ed in the BKK Post during the week comparing Thailand’s political drama to Shakespeare’s Hamlet, its quite the read and rather spot on, see below for some snippets and a link to the full article Our politics over the past 10 years has been one huge Shakespearean tragedy. A bitter feud […]
Read More →The market has wobbled back down for the year, what do technicians call this chart pattern? A triceratops? Sorry triple top, I’m not going to be surprised if we begin to see a lot of negative chartists out there. Anything interesting happening this coming week? Well we have Greece (hasn’t changed for the past […]
Read More →Byron Wien of Blackstone, just released his latest monthly paper and its a heck of a read. He covers his thoughts on how all the government spending may have influenced the equity markets in the US, Europe and Japan, its quite the read, enjoy the snippets below and a link to the rest of the […]
Read More →There was a lot happening this past week, of interest to me is the Thai government looking to sell some stakes off in public and private enterprises. Thailand MPI drops 5.3% in Songkran month of April – The Manufacturing Production Index in April plunged 5.3 per cent from March as some manufacturers took more days off […]
Read More →His latest paper is a discussion on the low interest rate environment and how he plans to navigate it going forward, it is quite the enjoyable read, here’s a snippet and link to the rest of the article. On the bond side, my famous (infamous?) “Short of a lifetime†trade on the German Bund market […]
Read More →Here are some comments from around the Web + my own at the bottom Thailand is the least preferred equity market in Southeast Asia given lofty valuations and ongoing political uncertainty, Morgan Stanley wrote in a report this week, predicting a possible 10 percent decline in the MSCI Thailand Index in dollar terms. The baht […]
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