Category: Market

Research on Thai Markets in general and the SET Index

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Market Update 18/09

The market stuck in a range, the bull story I’ve raged on about for a while 1. Commodities 2. New government policies, the bear story 1. Higher rates 2. A weak global demand situation Let’s see.

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Market Update 11/09

Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done. The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.

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Random Thoughts: Market changes, MSCI/FTSE, Folklore

A (sort of) New SET calculation After years of sitting on their butts the exalted individuals that are running the SET have instead of deciding to fix the free float requirements of joining the SET50 (hello DELTA), instead they are going to launch a brand spanking index that will take into account the free float […]

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Market Update 04/09

I can’t get over thinking that with the new government in charge that there is going to be a massive wave of investments unleashed into Thailand. The country has been stuck with a bunch of donkey kongs running the place for the past decade whom had no idea how to do anything other than suppress […]

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Market Update 28/08

So the government is forming. Local insti’s pumped up the SET (after being the ones mainly responsible for dumping since MFP won the general election). And now we’re going to be sitting here twiddling our thumbs to see how PT and friends are going to divvy up the seats of money, eh-hem I mean power. […]

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