YTD the market is down -5%, look at the USD/THB, its down -6.9% just in the 2Q alone. Ouch….

So winners? Only the tourism names which includes the hospitals.

It’s going to be a rather quiet week, US markets are on holiday, though I have a confused eye on my commodity names. Let’s see…

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.