Research on Thai Markets in general and the SET Index
The news would have you believe its 100% foreign selling The numbers say otherwise: Source: www.set.or.th One viewpoint may be that retail investors are redeeming their LTF’s and buying back into the market Another may be that retail investors already had a lot of additional firepower to pick up stocks as they’ve been buying throughout most […]
Read More →Welcome to 2014! Local fund selling has hurt the energy sector, news says its on the back of LTF redemption.
Read More →Some may say 2013 was a year to forget, I considered it to be an amazing year, we saw the euphoric investor sentiment in the first half of the year with valuations of almost every sector (ex. energy) pushed to silly levels and EVERY investor thought that they were rock stars, then in the 3Q […]
Read More →Thailand Growth forecasts forced down again; FPO, BOT, Nida note impacts of political chaos on economy – As political turmoil hits the economy, the Fiscal Policy Office (FPO), Bank of Thailand and National Institute of Development Administration (NIDA) have all cut their estimates for GDP growth this year, and fear it won’t be much better […]
Read More →So this came across our desks this morning that the government has proposed a National Reform Council , scroll below for the details. Random thoughts time, now doesn’t this make more sense versus a “People’s council†that Suthep and the protestors support? Remember Suthep says the Peoples Council will have gooooooooooooooooood people incharge of the […]
Read More →So last week the news out of the Fed meeting was that they would reduce its monthy bond purchases to USD 75 bn from USD 85 bn. Bernanke retires @ the end of January and Yellen then takes over, whats the Fed policy likely to be going forward? See below…
Read More →The same stories continues, food rebounding, telco’s down, protestors taking to the streets Â
Read More →I think we are all getting a bit tired of the politics here and talking about it. Will the election go ahead now or not seems to be the next question, meh, I don’t know, the best comment I’ve had this week about the protesters is how they resemble the Tea Party in the US […]
Read More →All the news and data points towards the world doing marvelously well and Thailand bickering like children Thailand ADB and World Banks downgrade short term economic outlook for Thailand. GDP forecasts by both is 2.9%, with outlook for next year at risk, mainly on political concerns. (Kom Chad Leuk, 16/12/13) Election policies are key to […]
Read More →I’m tired of writing about politics, instead look @ how the agro sector has done over the past few months versus the tech sector, we postulated perhaps the end of telcos and a switch to food a few months back (pat on the back) and we don’t see it finishing anytime soon, telcos are in […]
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