It’s been on my mind that global equity markets would get weaker, the korean degens are finally getting margin calls…let’s see, spacex ipo = a lot of liquidity being sucked out…plus Thailand’s been on a great run, fun times ahead. Specific for Thailand..what else can the government push out now…been a great newsflow period, I’m […]

Grok Thai Weekly News Briefing (as of ~June 5, 2026)  Country & Economic News Thailand’s economy shows mixed signals with resilient markets but underlying vulnerabilities (slow growth, inflation risks, external shocks). Implications: Positive market momentum and tourism aid recovery, but structural issues (debt, inequality, external shocks) limit upside; 2026 forecasts remain cautious (~2–3% growth). Corporate […]

The best performing market in ASEAN Note: The PE/div are as of 05/06 If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇

Some random thoughts Grok Weekly Thai News Briefing (covering ~May 19–29, 2026) This briefing summarizes high-impact recent developments in Thai politics, national/economic trends, and corporate activity, drawing from reputable sources like Reuters, Bangkok Post, SET data, and others. It incorporates local sentiment via X searches.  Political News – Stable Bhumjaithai-led government under PM Anutin Charnvirakul: […]

And we’re off to the races, 1Q better than expected. Another domestic stimulus package announced Iran, still see-sawing, I’m just assigning the same pattern as covid reopenings to this “2 more weeks to stop the war” But have markets peaked short term? Some changes in MSCI end of this month More FDI coming into Thailand. […]

Grok Weekly Thai News Briefing (May 12–22, 2026) This briefing covers key developments from the past 7–10 days, drawing from reputable sources like Reuters, Bangkok Post, Thai PBS, SET data, and social media sentiment. Thailand operates under the Bhumjaithai Party-led coalition government with Prime Minister Anutin Charnvirakul (re-elected earlier in 2026 following the February general […]

Grok Weekly Thai News Briefing (approx. May 5–15, 2026) Key Context: Thailand’s political landscape remains centered on coalition dynamics under PM Anutin Charnvirakul (Bhumjaithai Party leader, re-elected earlier in 2026). Major recent event: Former PM Thaksin Shinawatra’s parole release after ~8 months of a corruption-related sentence. Economy shows resilience with SET Index gains amid foreign […]

The SET is nearly +20% for the year, and still yielding 4.5% Thaksin is out, hopefully he keeps his mouth shut – otherwise he’ll have to spend time in jail again. Earnings season is nearly done, it’s been better than people expected, but the Iran kerfuffle impact may start to show in 2Q figures..let’s see.

Bonus 6 Grok Summary Weekly Thai News Briefing (approx. May 1–8, 2026) This briefing covers high-impact developments from the past 7–10 days, drawing from reputable sources like Bangkok Post, Reuters, Thai PBS, SET data, and X chatter. Thailand operates under Prime Minister Anutin Charnvirakul (Bhumjaithai Party) following the February 2026 general election victory, with a […]