The past week saw the agri sector recover helping the market stay lofty and pushing through 1,300 for the first time in 16 years. Â With all the major central banks in the world having already announced their liquidity measures, I don’t see any major risks on the horizon.
Read More →Found this online, great read! Bernanke does do a great job in explaining his thoughts & methodology for the QE’s that he has undertaken in the past, and what he wants to see in terms of economic performance. Chairman Ben S. Bernanke At the Economic Club of Indiana, Indianapolis, Indiana October 1, 2012  Good afternoon. I […]
Read More →Notable transactions: Buy(s): BGH – The president still continues to accumulate shares. Sell(s): Sorkon – A family member/director sells off THb 99mn worth of shares. I have a feeling that they are just switching from right pocket to left pocket, won’t be surprised to see more liquidity coming into this stock.
Read More →Equity markets are loving central bankers, nuff said.
Read More →Further bad economic news hits us this morning, the key data points to note from Japan I think are that its exports to Europe drop 22.9% and its exports to China drop 9.9%. Austerity measures in Europe are hitting everyone quite hard. The Tankan index for large manufacturers fell in the July to September quarter to minus […]
Read More →This isn’t much a surprise for us to hear, a public company here in Thailand has to deal with an extremely strict (albeit archaic) SEC and I’ve heard on on the odd occassion from CEO’s “The SEC wants us to disclose everything, our competitors will know too much about us!” But this is great for […]
Read More →Hemaraj Land and Development Plc (SET symbol: HEMRAJ) has been Thailand’s leading developer of industrial estates and related services since 1988. It offers developed industrial land, utilities, ready-built factories for rent, warehouses for logistics, quality industrial services and an integrated logistics and supply chain in six industrial estates, located mostly along the Eastern Seaboard. It […]
Read More →Having been in Europe for the past week or so, or specifically in Belgium I haven’t noticed a huge impact on consumer behaviour versus the last year or any other period that I have come here annually. Instead the majority of issues that I hear stem from the likelihood of increased taxes from the government (mind you […]
Read More →The first rule of fight club investing is don’t fight with the central banks. Globally central bank policies have certainly transformed markets and placed a floor under all pull backs over the past few years. First the ECB pledge’s to buy up 3 year bonds (unlimited purchasing) of countries that will obey the laws and conditions […]
Read More →Saw this article over at CNBC and it does a nice summary of what we were all waiting for this government to finally confirm and announce. THB 2.2 trillion baht worth of projects and liquidity to flush the system here. While companies will benefit? Well in this order I think. Contractors – Cement co’s – […]
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