Thaksin makes Thailand great again? No more political infighting? Combine that with interest rates being “cut” around several markets + strengthening thb + a low base as there is no more foreign selling pressure + earnings that looked decent YoY = easy run to 1,400?

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Have people forgotten about the Japanese equity market crashing some -20% last Monday? Anyone else noticing that the thai telco’s going up and up? Told you, they’re going to mint it..at our cost (consumer). Gulf needs the $ to bankroll their expansion and True still needs to pay off all that debt.

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Holiday after holiday after holiday which months of the year does Thailand not have a holiday anymore… Back to markets…earnings season..fun times…donkeys like SCB continue to struggle…other banks seem to be ok..and the USDTHB is strengthening…a few more decent #’s + continued strengthening..could we see the SET being flat, if not even up by year […]

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