Thailand: Elections Are Not Irrelevant; This One Too Pits Faster Growth Vs. Military "Stability"
Thailand remains the only Asian economy in which fixed investment spending has yet to return to the pre-AFC peak of 1996. The only years in which...
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Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
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Political Pit Stop (February): Candidate Rosters Out
With royal approval of the election date on March 24, we are finally in the last leg of the election race. Some key developments: Candidate...
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Political Pit Stop (December): First Month of Campaigning
The Defense Minister, who was Prayuth's 'Big Brother' back in the Army days, told reporters that 'two months should be more than enough for...
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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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