Byron Wien of Blackstone, just released his latest monthly paper and its a heck of a read. He covers his thoughts on how all the government spending may have influenced the equity markets in the US, Europe and Japan, its quite the read, enjoy the snippets below and a link to the rest of the […]
Read More →There was a lot happening this past week, of interest to me is the Thai government looking to sell some stakes off in public and private enterprises. Thailand MPI drops 5.3% in Songkran month of April – The Manufacturing Production Index in April plunged 5.3 per cent from March as some manufacturers took more days off […]
Read More →AH AH is dealing to buy firms in India, Malaysia and Japan, expected to be finalized by 2015. The company cut sales target to 5-10% due to a slowdown in the auto industry but it expects revenue to grow to Bt30bn in 2020. (Thun Hoon, 29/05/15) Comment: AH hasn’t been an attractive investment since 2006 […]
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