Market Update 12/03 – 16/03
And the market performance covers to be separated between a few large caps keeping the market positive whilst most other sectors are struggling.
Read More →Category: Market
Research on Thai Markets in general and the SET Index
WHTW Top 10: 12/03 – 16/03
SEPO said Ministry of transport is developing a minor PPP plan to propose to the PPP committee. This plan involves consideration of mass transit lines in Chiang Mai and Khon Kaen to be included as PPP. Previously, the committee included only Phuket and Korat projects. (IQ Biz, 12/3/18 Cabinet approved additional budget bill for FY2018 […]
Read More →WHTW Top 10: 05/03 – 09/03
JSCCIB maintains 2018 economic, export forecasts as growth momentum continues. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) has maintained its forecast of Thailand’s economic growth at between 3.8 per cent and 4.5 per cent for this year, with export growth still predicted to come in at 3.5 per cent to 6 per […]
Read More →Byron Wien Monthly Commentary
His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]
Read More →Passage: LOF
Sitting on a plane is one of my few pleasures as I may finally catch up on reading books. Currently I’m working my way through Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed, and I just had to note this passage While market averages continued to race up, reaching their peak in […]
Read More →Market Update 26/02 – 02/03
Outside of PTT and a few retailers, this market is looking awful.
Read More →WHTW Top 10: 26/02 – 02/03
Highs in key indices spur optimism for GDP. The Thai economy got off to a strong start in 2018, with solid private consumption and tourist arrivals, and exports and consumer confidence hitting multi-year records in January. This prompted the FPO in January to upgrade its economic growth forecast for this year to 4.2% from 3.8% […]
Read More →Elections in Feb ’19…Groundhog day?
Prime Minister Prayut Chan-o-cha said on Tuesday that a general election he had promised to hold in November would take place “no later” than February 2019, the latest delay to anger critics of the government. Source: Bangkok Post And so it will now be in Feb ’19…and that is possible, in theory, the fastest that […]
Read More →Market Update 19/02 – 23/02
Says it all in the numbers and the charts, resources and industrials driving the market and everything else is average at best. The MAI has been dead for the past few years…as has the construction and electronics industry this month
Read More →It’s that time of the season for Berkshire’s Annual Letter
So what are you waiting for? Link is below, enjoy your Sunday. Source: Berkshire Hathaway Annual Letter
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