GMO’s Jeremy Grantham on Climate Change and Investable Ideas (BusinessWeek) Comment: The always great to read Grantham, gives his ideas re farming as an investment Market Commentary by Byron Wien- Worried About the Second Half (Blackstone)  Comment: Wein outlines his worries for the 2H13 GDP growth in the US Howard Marks Latest Memo (Oaktree) Comment: A fantastic read here, Marks […]

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Thailand New stimulus measures shift focus away from SME assistance – The government’s latest stimulus package has the potential to spur economic growth since it is designed to break down barriers to business and investment rather than just boost tepid domestic consumption, says the central bank. (Bangkok Post, 08/08/13) Confidence dips again – Consumer confidence […]

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ADVANC AIS curbs ‘bill shock’ for 3G customers using data services – Advanced Info Service (AIS) has introduced an automatic data tariff adjustment to curb “bill shock”, one of 3G users’ worst experiences. The move is also aimed at complying with National Broadcasting and Telecommunications Commission regulations requiring 3G operators to lower their 2G and […]

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