EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
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Anti-Trust Should Be A Non-Issue In The GPSC/Glow Deal
A decision by the Energy Regulatory Commission (ERC) on the acquisition of a 69.11% stake in Glow Energy Pcl (GLOW TB) by Global Power Synergy...
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Power Thai-Coons Rise to the Occasion
Revolving Doors to Riches. Just after being ushered into the list in January, two "Thai-Coons" are equally quickly ushered out, as Forbes updated...
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Italian-Thai's Black Leopard Trap
Last week, Premchai Karnasutra, the tycoon who controls Thailand's largest contractor by backlog, was caught by rangers in a forest. While...
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