The STARK effect.

That’s what we’re seeing unfold in the Thai capital markets, fear that this is going to reverberate throughout the system, and that several other companies are fudging their books and no-one knows who to trust.

This will be a wonderful period to pick up the names you like why….1) massive rate hikes over, now it’ll just be a slow drip; 2) The Thai gov will be formed within the next 45 days. 3) Names are becoming attractive again.

Happy shopping.