My good friend Roger, who’s doing his PhD specifically on Myanmar recently wrote this paper on the developments there today. It’s a country that is going to grow extremely quickly, my only fear for them is that the government takes a short term viewpoint to the country’s future, although I’ve been assured by several parties […]

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Cracking start to the year, first week, the market is up 1.1%, driven mainly by the resources sector (represents over 30% of the SET market cap), although Agriculture & Food industry had a strong first week as well. I’m not surprised to see the banking sector being hurt, because of the news from Europe (fyi […]

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