Reality Check 2018: Is True Worth a Bet After the Asset Sales?
True Corp has finally cut the Gordian knot with the asset sales to its infrastructure fund that will nett Bt30bn in profits over time, but analysts...
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The Next Victim of the KFC Deal Could Be...Pepsi!
Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India...
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Somchai's Acquittal, a New Twist in Thai Politics
The Gripe. In general, we consider the Army dudes to be allies of the yellow shirt faction of both stripes: The Democrats who fight in Parliament...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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Thai Market Strategy: Fed, France, & Trump
In this review, we look at the three titled global developments and work out the best near term (one to two month) and medium term (H2'17) course...
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