Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
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How the Mighty Fall...Or Should That Be A "Who Will"?
Jim Collins' book 'How the Mighty Fall' highlights some interesting pitfalls that great companies decline or even collapse and follows them in...
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Sathorn Series 10: The Return of Yuanta
Big Disruption on Sathorn. The Thai brokerage industry is in for a big disruption, as Taiwanese broker Yuanta said that they are returning to...
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Five Big Ideas for the Next Five Years
Over the next five years, a lot of things will continue to change. In this review, we highlight five possible trends and two Thai stocks each that...
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Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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