CCP Plans to expand into Cambodia, Laos and Myanmar. The firm has bid for a new project worth more than Bt1bn and expects to do a JV deal in 2Q15. It targets 2Q15 earnings growth of 10% YoY on the transfer of projects and raise in backlog to Bt2.3bn. (Thun Hoon 06/05/15) CBG 1Q15 net […]

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And it’s that time of the year where one must read GMO’s latest quarterly letter, this time you’ll find: A discussion on long term bonds, overall asset allocation and how the current pricing in the market reflects future expectations (which appears to be nuts!) That US Equities should approach Bubble status given the “strange, manipulated […]

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