Market Update 15/10 – 19/10
And now the market is down for the past months. If oil goes, there goes the market. Ah well, so much for this pre-election rally when global issues such as interest rates rises and trade wars are occurring.
Read More →Category: Market
Research on Thai Markets in general and the SET Index
WHTW Top 10: 16/10 – 19/10
SME fund bill bound for cabinet. The Finance Ministry will seek cabinet approval to require financial institutions to contribute 0.001% of their deposit base to a fund tasked with promoting small and mediumsized enterprises (SMEs). A legal amendment is needed for the contribution requirement and the fund is expected to receive Bt100mn in contributions if […]
Read More →Market Update 08/10 – 12/10
Where’s the green? 12 months market is flat…hmm..
Read More →WHTW Top 10: 08/10 – 12/10
EEC Office and Jetro sign aid deal. Thailand and Japan have come to an agreement to aid Japanese companies looking to invest in the government’s flagship Eastern Economic Corridor (EEC) scheme. Industry Minister Uttama Savanayana yesterday witnessed the signing ceremony of a memorandum of intent between the EEC Office and the Japan External Trade Organization […]
Read More →Market update 01/10 – 05/10
And so…has anything changed? Nope. Same things remain. Interest rates going up. Valuations still not the cheapest. But elections are coming (?!?). And oil oil oil has been keeping this market and most alive.
Read More →WHTW Top 10: 01/10 – 05/10
Junta will stick to 2019 date for general election, Prawit says. There will be no delays to a general election planned in Thailand for 2019, the deputy prime minister said on Wednesday, amid the concerns of government critics and the opposition that it could be pushed back. (Reuters, 03/10/18) Cabinet gives the nod to restructure […]
Read More →Byron Wien’s October 2018 Commentary
And so it’s time again for Byron’s latest monthly commentary. The thought going through my mind is…if everyone is saying/forecasting that a US (global) recession will occur in 2020, why should investors remain invested in equities? How does this make any sense, and further to this, if everyone (at least from those I am reading) […]
Read More →Market update 24/09 – 28/09
Nothing clever to say regarding the previous week, other than meh.
Read More →WHTW Top 10: 24/09 – 28/09
Monetary policy to remain accommodative: BoT chief. Thailand’s monetary policy will remain accommodative in the medium term and any rate increases will not be continuous, the central bank said on Monday. There are more financial stability risks than inflationary pressure at the moment, Bank of Thailand (BoT) Governor Veerathai Santiprabhob told reporters. (Reuters, 24/09/18) BoT […]
Read More →Market Update 17/09 – 21/09
I’m going to keep saying it until elections occur. The news of it is making Thailand great again! A conversation with my father went along the lines of: Him: How does this really make a difference? Me: It may or may not, but the feeling will be that an elected government will be positive for […]
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