Wonderful interview with Howard Marks who runs Oaktree Capital stateside, its a great read and the key points I gather from it are: The level of economic activity, anecdotal as you describe, is not an indication of health in the future. It is an indication of health in the present. The question is, what are […]
Read More →Its that time of the year again when companies on both the SET and MAI present themselves to investors/analysts, we’re sitting here most days listening to each and every company to see if there is something interesting. This quarter there are some 100+ companies over the next 1.5 months, See the link for the times […]
Read More →BTS BTS group infrastructure fund on — BTS Group Holdings looks to have cleared the way for a brighter future, with the green light to go ahead with its infrastructure fund and a possible rise in skytrain fares. (The Nation, 21/02/13) Comment: Looks like there’s been some sell on the news, we all know that […]
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