Commentary on special events in Thailand and the SET Index.
Central Banks & equity markets Templeton has come out with a quick commentary on central banks and equity markets Their thoughts: US interest rate increases haven’t always resulted in lower performance for emerging markets generally. We don’t anticipate that a mild increase in US interest rates would have a significant impact on the financial markets, […]
Read More →So yesterday the government came out with the following stimulus measures. 1) daily minimum wage hike for 69 provinces (out of 77 provinces), by THB5-10 or less than 3% hike, effective from 1 Jan 2017. This is the first hike since 2013, when min wage was upped to THB300 across the country. Only 8 exceptional […]
Read More →Digital Currency I’ve been curious as to what the next change in central banking will be..we’ve had the gold standard, the removal of the gold standard leading to the fiat system being more prominent and thereby to the US dollar effectively becoming the world’s currency, the establishment of the IMF etc etc so what’s next? Sweden […]
Read More →Amata Vn PCL (SET:AMATAV) Director and Chief Executive Officer, Mrs. Somhatai Panichewa discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history and business of AMATAV. Amata in Thailand was established 40 years ago and 20 years later, we started to explore more opportunities for expansion into […]
Read More →Effective at the close of 30 November 2016 these are the changes for Thailand MSCI GLOBAL STANDARD INDEXES: (+2) BJC, KCE // delete – none MSCI GLOBAL SMALL CAP INDEXES: (+4) COM7, MALEE, TKN, TFG // (-8) ASP, BJCHI, CBG, COL, CGD DNA, KCE, ROJNA
Read More →THAI SOLAR ENERGY PUBLIC COMPANY LIMITED Name: Cathleen Maleenont, Ed.D. Position: Chairman of the Board and Chief Executive Officer Subject: Sun is shining on TSE October 2016 Please explain the history and business model of TSE The company was formed eight years ago with the aim to be a long-term participant in the renewable energy […]
Read More →An indirect discussion on investments via politics, a democratic system and class warfare. Needless to say it’s quite a good read, see below for a snippet and a link to the rest of the memo. The trends discussed above – and resentment over experiencing them, fear of doing so, and anger upon seeing them at […]
Read More →In the past 2 weeks I’ve done 3 different countries for various reasons and I’m basically done with the international traveling for the year I think, although Vietnam does tempt me, what have I learnt, in a nutshell, Singapore is suffering basically from a decade of fantastic growth, rental rates have killed the retail market, I see far too […]
Read More →The Thai stock market has been rather volatile because rumours of the King’s health in September and his unfortunate recent passing. A lot of questions were asked throughout the market regarding how on earth did the market rebound so quickly the day of the event. Some say it’s a “Sell the rumour, buy the fact” others point […]
Read More →The King of Thailand passed away yesterday. A few things I noted: PM Prayuth stated that there will be 1 year of mourning, that the Crown Prince shall be the next King, 30 days no entertainment (but to your best judgement) Walking around Central world in the evening after a dinner, you’d see quite a […]
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