Oh look, several sectors up MoM, there’s no “hope”, “belief” you name it for Thai equities at the moment. I wouldn’t be surprised to see figures look better than expected for multiple sectors…then again I can also paint the bear argument, valuations, no real FDI, and a country still dealing with the piss-poor military donkeykong management of the past decade.

I’ve privately said – and now publicly – many a time that I finally understood why several of the business groups here treat non-key members/customers/suppliers/service provides like $hit – it’s a function of the business/country environment they’ve grown up in.

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