A short coming week for the Thai market as the country is still waking up from it’s Songkran holidays. We’re in the midset of 1Q25 earnings season + dividend season – but this doesn’t matter as flows and emotions have continued to take over the market. Regarding trumpy’s moves…well I look at oil…anti-oil plays continue […]

Bonus 3

First a physical earthquake, and now a market earthquake. Find the divvy compounders and hold on for dear life. If you love to trade – something I do at times – size smaller…. It’s going to be a funky period. Get some sleep.

Thailand had a little wobble from the Earthquake in Myanmar on Friday. And that’s all people are talking about….it’s incredibly odd that only the government buildings seem to have issues. I highly doubt it’s due to any corruption or resultant cost cutting in the construction process. Perhaps it’s only due to the location and Feng […]

Bonus

Is there anything positive in the market? Just look at the 12 month performance for every sector…I would normally say look at buying the sector that has underperformed over the past 12 months but wow…this means buy Thailand!