Research on Thai Markets in general and the SET Index
Thailand BoT: Rate slash still a possibility – Even though the Bank of Thailand believes the current policy rate would boost economic recovery this year, it has left the door open to a possible cut if the economy is slower than expected or unexpected effects emerge. The central bank expects economic growth to reach 4% […]
Read More →Thailand Infrastructure takes centre stage as panel convenes on digital economy – The government has set up an ad hoc committee to begin working on the preparations for the digital economy, starting with the urgent agenda for infrastructure. “Infrastructure is the fundamental factor of the digital economy. We need to process this while waiting for […]
Read More →We had 2 small bombs go off in Bangkok (at Siam Paragon) this week and I wonder what the fallout will be during the week, will we see the military come out stronger? They’ve already said that they’ll most likely hang around longer. Globally the only real bother of news seems to come from Europe, […]
Read More →Thailand SRT may swap land for debt – The State Enterprises Policy Commission or superboard has endorsed the state agency reform framework including a proposal to swap certain land ownership rights of the loss-ridden State Railway of Thailand (SRT). (Bangkok Post, 27/1/15) BoI hails surge in new projects – Investment projects approved last year by […]
Read More →Given that I’ve had such a busy month/week, all posts for this week will be summarised into a few posts
Read More →Thailand Corruption at lowest level in 5 years : survey – The corruption situation index improved to 49 points last month from 46 in June. Perceived corruption has hit the lowest level in five years, thanks to greater awareness of the problem and scrutiny by society, according to a survey by the university and the […]
Read More →The impeachment case against Yingluck, 47, who was removed from office by a court ruling days before a May putsch, is ostensibly about her handling of an allegedly graft-riddled government rice purchasing program, yet has more to do with a decade-long vendetta aimed at erasing her family’s influence from politics after victories in every national […]
Read More →I’ve been reading Barry Ritholtz’s writings for the past 7 years and have always enjoyed his insights, this latest post in The Washington Post struck a chord for me. After being in the industry for 10 years, the first 6 years I was spewing forecasts left right and center (like every new dumb kid in […]
Read More →The facts: In 2014 Thailand exported 10.8 million tonnes of rice, an increase of +63.6% from 2013 Global rice trade is expected to hit 41.9 mn tonnes this year (last year was 41.88 mn) World’s rice consumption is 483 mn tonnes Questions from this Can you imagine how poorly the previous government managed the rice […]
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