Ake, a former colleague of mine from TSCAP days, has started a great informative site charting the economic developments of Thailand, www.factforthought.com, and has graciously allowed me to use some of his slides for presentations and for on here as well. Due to the flood crisis in Thailand, downgrades for Thai 2011 GDP are to […]
Read More →My my how things quickly change again….., after just supposedly being saved by the EU with the leveraging of the EFSF, Greek Prime Minister George A. Papandreou got all hot and bothered by the Greek public outrage towards the austerity measures, he decides to allow them to make a vote upon whether or not to accept […]
Read More →In my relatively short investment career in Thailand, I’ve seen the country experience the bird flu pandemic, tsunami in phuket, military coups, capital controls, riots, global financial crisis, swine flu, more riots, airport shut down, and yet this wonderfully silly country just somehow seems to always recover both in terms of economic performance and stock […]
Read More →Latest thoughts from our resident queen chartist Ploy. She still thinks that the market will continue to rally but that we should keep our eyes at the Brent and THB/USD exchange rate. While most Thais are busy with the flood, it seems that the foreign investors are buying the SET. The volume from these foreign […]
Read More →Another great article from K. Voranai in the Bangkok Post today. If you really want to know why the flooding is extremely bad in some parts of Thailand and why it hasn’t hardly affected inner Bangkok just read below, its all down to one thing: POLITICS “On Oct 21, MR Sukhumbhand said the flood gates […]
Read More →Commentary: The past week saw the market move upwards sharply in line with global markets with the news that the Europeans will leverage the EFSF to fight their debt crisis. The flood crisis in Thailand is still continuing but given the oversold levels in the Industrials sector it experienced the strongest rebound in the past […]
Read More →Latest thoughts from our resident Queen Chartist, Ploy. She was spot on last week with the change in sentiment and still forecasts a recovery until mid-November. I wrote this comment after having arranged piles of sandbags around my house, located only 200 metres away from the Chao Phraya River. We really should have Futures contracts […]
Read More →Commentary: The past week has been terrible for all sectors because of the flood crisis in Thailand continuing with no signs of it abating, more industrial estates are affected, and fears that the water volumes will have to be released via Bangkok in order to reach the Chao Phraya river resulted in a large drop […]
Read More →There aren’t many columns that I enjoy reading in the Bangkok Post but K. Voranai Vanijaka constantly writes about relevant topics in such an honest manner. In his column today he hits the nail on the spot with the joke that is thai politics and their handling of the flood crisis in Thailand. ‘‘I’m sick […]
Read More →Roger, the author of this article, is a close friend of mine from our international high school days in Bangkok and he’s now doing his PhD thesis on Myanmar. He has an absolutely brillant if quirky mind on politics and history in general. Now I just quickly want to throw in my thoughts re Myanmar. Myanmar […]
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