So, covid + russian/ukraine = the SET above 1,700. No surprises here. DTAC&TRUE vote is this week, probably going ahead, this government nor its institutions wouldn’t dare go against CP.

All eyes on China: New lockdowns in key industrial cities are causing a rethink about global supply chains. China’s zero-Covid policy has lasted for nearly two years and faced a tough challenge last week as a flare-up triggered fresh lockdowns in several industrial cities in hard-hit northeastern Jilin province and southern technology hub Shenzhen. Bangkok […]

I think in 2 weeks the news about Ukraine and Russia is over. (just the news not the fighting, for that who knows). Brokers are now finally upgrading commodity related names, though at one point perhaps the market will realise that there are genuine supply issues and that this isn’t Russia/Ukraine driven. At one point […]

When to bring the curtain down: Stakeholders debate merits of deputy pm’s early election talk. Deputy Prime Minister and Palang Pracharath Party (PPRP) leader Prawit Wongsuwon sparked debate over whether the government should call an early House dissolution when he floated the idea that it would be a good time to go the polls after […]

The agri sector has been smacked because of raw mat costs increasing tremendously (just have a look at fertiliser prices), electronics smacked b/c of 1. They ran very too far last year 2. Another lockdown in china and again cost of raw mats increasing or becoming more scarce. Where’s the safe places? Banks, oil (good […]

I love volatility – it’s not going away, the world is going nuts.

Prayut, Ismail set $30bn trade target: Thailand and Malaysia have agreed to target bilateral trade of US$30 billion (973.5 billion baht) by 2025. Bangkok Post Bid to shift EVs into overdrive: While most business leaders welcome the state’s latest package to spur EV production and adoption, not everyone is fully on board. The government’s multi-billion-baht […]

Buy the guns, sell the doves

PM counts on his allies: Prayut may have no choice but to rejig cabinet if he is to survive. Since assuming office in 2019 Prime Minister Prayut Chan-o-cha has faced down tough challenges including a plot to overthrow him from power in a no-confidence debate in September last year. Bangkok Post FTI: Car output to […]