If oil prices race up past 100? Does that break the economy and the market like in 2007/2008 Does high food inflation – or every type of inflation => this government stepping down? Or is Thailand special and such things never happen here? Is the Thai tech train going to continue rocking & rolling? See […]

Smaller names continue to lead – look at the MAI. In the past week, Indonesia banned coal exports citing lack of domestic supply, Thailand is banning pork exports citing high prices, and pundits think that this supply chain issue was resolved. It’s still a ways to go.

Army probes Democrat claims of poll meddling: Army chief Gen Narongphan Jitkaewthae has ordered a probe into a report of soldiers interfering in the Democrat Party’s preparations for a by-election in Chumphon, said army deputy spokeswoman Sirichan Ngathong. Bangkok Post Tackling household debt high on govt’s 2022 agenda: The government has set its sights on […]

BoT governor hints at recovery in early 2023: State policies must be accommodative. Thailand’s economy could return to levels logged before the pandemic in the first quarter of 2023, according to the Bank of Thailand governor. Bangkok Post Price push: Office cites cost-push factors as cause. Thailand’s average headline inflation was 1.15% year-onyear and core […]

Not sure about everyone else but my mood to work is officially done. The next 2 weeks are probably going to see some random small companies being pumped by local investors, the regional and international funds have effectively closed their books unless the central banks decide to shock us with silly statements. It’s been quite […]

2 ballot change ‘problematic’: Rule rewrite may leave small parties frozen out of new system, critics say. The process to revise two organic laws on the election of MPs and political parties to reflect charter changes has begun in earnest. Bangkok Post Narongsak courted as new city governor: A source in the Palang Pracharath Party […]

These start stops for the economy just exacerbate what my continuing themes. I have no idea what the market is going to do for the next week, there’s only 3 trading days due to the holiday season in Thailand already starting and liquidity is going to be light thereby implying either nothing happening or any […]

More EV incentives: The Finance Ministry may consider lowering the import duty on electric vehicles (EVs) as part of the measures to promote the use of EVs, says a ministry source who requested anonymity. Thailand’s EV import tax rates vary. EVs imported from China enjoy a 0% tax rate under a bilateral agreement between Thailand […]

Nu, Xi, ok Omicron it is! The world is going through the entire Greek alphabet of variants and it looks like we will have the same playbook unleashed on the markets. What people seem to miss that if just 1-2 major countries do lock downs the supply chain (across effectively every industry) becomes materially impacted […]