Research on Thai Markets in general and the SET Index
This is a key theme for investing this year that these all of these projects will be approved, bidded out and begin construction. You can see that several projects are already under construction and awarded out but there are still hundreds of billions of baht worth still to be awarded. Here’s some quotes from the […]
Read More →It’s that time of the year again where forecasters are out in droves with their predictions, I do enjoy Byron Wein’s the most only b/c its typically something different, so here you go and a link to the rest of the article. Byron’s Ten Surprises for 2018 are as follows: China finally decides that a […]
Read More →Last one for the year so I’ve kept it all Thailand related BOT will maintain expansionary monetary policy, even though Fed has raised the interest rate in order to strengthen economic recovery. While it says banks is adjusting itself to cope with financial technology changes, which it views that this an opportunity to lower costs […]
Read More →Bt15bn expected to be spent for tourism on this New Year (29 Dec – 2 Jan), based on estimates from the Thai Authority Tourism (TAT). This is 13%YoY higher than last year, driven by tourist arrivals and domestic travelers. (Thairath, 18/12/17) Bt215bn railway project approved. The State Railway of Thailand (SRT) board yesterday approved plans […]
Read More →Been a while since I’ve had a random thought, nothing has really interested me until something in the news this afternoon, so here’s a quick, poorly organised, 10-minute thought. I’ve been of the viewpoint that the military is working towards setting up their own political party to win the upcoming elections – whenever this may […]
Read More →If it wasn’t for the industrials/petrochem sectors this would be a rather messy start to the end of the year.
Read More →Factory setup in EEC area surged to 500 factories over the first 11 months with a value of Bt140bn, according to the Joint Standing Committee on Commerce, Industry and Banking (JSCCIB). (Thai Post, 12/12/17) Thai Retailer Association expects 2017 retail growth of 3.2-3.4%. It expects 2018 retail growth to be 4% in line with GDP […]
Read More →Given that its a relatively short commentary from Bill Gross I’ve decided to post it all here. The content is a continuation of his thinking for the past few years that assets are overpriced and at one point it will change. 1. Prior market tops (1987, 2000, 2007, etc.) allowed asset managers to partially […]
Read More →Deputy prime minister, Somkid hastens banks to help grassroot SMEs to access to capital with loan budget of Bt200bn. The Ministry of Industry is going to propose 10 measures to support and bring recovery to more than 1mn SMEs to the cabinet. It plans to have both government and private banks join in distributing the […]
Read More →The market seems to be struggling to maintain its recently high levels.
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