A wonderful op-ed over @ the FT (link below) where El-Erian discusses the relationship between investors and economists and arguably how economists aren’t necessarily the best sources of information when making investment decisions. Enjoy the read 🙂 Judging by past experience, economists are not well placed to make confident predictions about the risk of greater […]
Read More →AOT AOT: FY3Q14 earnings (Apr-Jun) will increase by 6% YoY supported by tax benefits and lower interest payments. It also said to watch for plans from the NCPO to stimulate the tourism sector. AOT said flights were full and low-cost airlines are supporting revenue. (Tun Hoon, 16/07/14) Comment: AOT will continue to benefit as it […]
Read More →Talks between the Finance Ministry and the Federation of Thai Capital Market Organizations (Fetco) over renewing tax deductions for investment in long-term equity fund (LTFs) remain inconclusive, making it likely the rule will be reduced or scrapped. Source: Bangkok Post LTF’s and RMFs had dramatically changed the Asset Management industry structure in Thailand since inception. […]
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