Thai politics, what a waste of time, it speaks to how juvenile the management of the country has been since #9 passed. And that in this society no can speak their mind out of fear of offending people and that there are no real repercussions for screwing up nor doing the wrong thing.

Now to the market, it’s bottomed, the amount of domestic surprises are done, banks are minting it, the big-listed players are doing decent, you’re seeing the likes of IVL and SCC start to show an improvement, the New York banks have just realised that their country is doing better than expected and have postponed a recession call until next year, so where’s the downside in the interim?