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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Indonesia Property - A Question of Supply and Affordability - On the Ground in J-Town
I spent an interesting hour in Pacific Place, Jakarta with the Country Head of Jones Lang Lasalle (JLL) Indonesia, thrashing through the state of...
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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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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Sathorn Series 3: Battle of the Brokers
Generally, we would avoid securities companies, since commissions in Thailand, already low at 13bps, continues to decline due to competition. In...
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