Market Update 28/11
China? Protests? Don’t care about a regime change there unless you see senior Chinese leaders commenting that Xi is acting sillier than the donkey from Winnie the Pooh. And from what I’ve seen, doubt we’ll see much travelling out from China until 2H23.
What I do care about, the continued improvement in travelers throughout Thailand and the region. The continued FDI into the country. BYD, Amazon are in, who else could come to invest here?