Wonderful short interview with Jeremy Grantham of money management firm GMO where he basically covers his thoughts on the Fed policy and the so called Bernanke-Put that has helped to keep asset prices high. I do keep my eye out for when/if rates may turn, for when/if the VIX may hit high levels again, for when/if Gold may decide to […]

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Its reporting time from all the publicly listed companies in Thailand, with the quality of presentations available (meaning they are pretty damn good), its great finding out little tidbits of information like this one from Asiasoft Plc (AS). Who whould’ve thought that Thailand was only just behind Singapore in terms of daily spending on apps? […]

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BECL BECL expects revenue growth of 5% YoY in 2014 after a rise of 2% YoY in toll collection in Jan and Feb. It is confident that highway traffic will expand in the rest of 2014. It also expects additional 10,000 cars per day after Asoke 3-1 highway opens. (Thun Hoon, 25/03/14) Comment: A good […]

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