Wuflu, curry flu, churrascaria flu, spotted dick flu are all over the news in Thailand at the moment. Seeing the same policy mistakes made again and again just flummoxes my mind. But alas it makes it easy to repeat the same play book.

All earnings are out by now, I’ll put a summary out later on this week. But I’m looking forward to seeing 2Q YoY figures and how people will react. Until then supply-chains, commodities, IT, non-bank finco’s are businesses that are winning.

I still wonder when we’ll see violence against the government…

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