Research on Thai Markets in general and the SET Index
Thailand Rice scheme payments begin – Farmers waiting for delayed rice-pledging scheme payments can begin claiming their money from today, coup-makers announced yesterday. (Bangkok Post, 26/05/14) Reform plans to be discussed today — The NCPO will meet with several economic experts and government officials today to launch a new policy plans to reform the economy […]
Read More →While I’m still putting together my own long piece on the coup and its potential impacts (yes i’m slow I know I know, but I’m still just amazed and impressed by how well this all been executed). So in the meantime have a look at some key points that Dr. Mobius has put together. From […]
Read More →I’ve had the pleasure of listening to Kishore Mahbubani speak live a few months ago and just came across this article stating his viewpoints on ASEAN. As a region it is doing tremendously well despite all the issues that plague developing  countries, and in my mind as an investment destination is a no-brainer. See below for […]
Read More →Well there are some surprises here, namely I’m quite happy to see Somkid’s Jatusripitak (he was part of thaksin’s team as their finance minister/deputy pm) and I do highly rate his capabilities. As for M.R. Pridiyathorn…well..he implemented capital controls some 8 years ago which made the SET drop 30% so I hope he doesn’t make […]
Read More →A rating agency, R&I, last night downgraded Thailand’s outlook from Stable to Negative, will this be the first of many? Thus far Moody’s and S&P haven’t commented just yet, on a worst case scenario you can imagine all rating agencies downgrading Thailand to the point where the cost of issuing new debt skyrockets and then leads […]
Read More →If I were to do a correlation between every trip I take to a different continent with political events in Thailand the result would be near 1.0. So a coup has happened this time (previous time was the flooding, before that was the May 2010 fights, and before that was the airport shutdown, my traveling […]
Read More →What the what? Everytime I travel something happens in this wonderfully odd country, and this time a coup (a longer post to come later in the week), anything to look forward to? Well the military is wiping the government posts clean and replacing each position with their own people, I don’t there are going to […]
Read More →Thailand BoT says baht will continue to weaken as political instability continues, exports likely to benefit; while Thailand default risk is stable for now. (Krungtep Thrurakit, 16/05/14) BoT is concerned by the level of credit card debt, as it rose by 30% over the past year. The Chairman of the Credit Association said that some […]
Read More →Politics politics politics, rewind 6 months, press play, and rewatch 🙂
Read More →Thailand Consumer confidence sinks, lowest since Nov 2001: UTCC – Thailand is moving closer to economic recession because of the ongoing political uncertainty, while the Consumer Confidence Index (CCI) in April hit the lowest point in 12 and a half years, the University of the Thai Chamber of Commerce said. (Bangkok Post, 09/05/14) Mobile Expo […]
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