While I’m still putting together my own long piece on the coup and its potential impacts (yes i’m slow I know I know, but I’m still just amazed and impressed by how well this all been executed). So in the meantime have a look at some key points that Dr. Mobius has put together.

From a long-range view, we think many companies will be able to survive and prosper in Thailand. We do believe cooler heads should prevail over time, and the more positive economic trends Thailand has seen before the coup could return, including rising per-capita incomes. Thailand has a large middle class and a growing consumer population, which we believe bodes well for the economy going forward. As investors, we have been focusing on consumer goods and services, including banks and property companies, as people move to the cities and require housing.

Source: Franklin Templeton Investments