This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
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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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Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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Thailand: A Rapidly Ageing Populace Will Continue to Undermine the Economy's Growth Potential
Thailand's population is ageing at a much faster pace than its regional peers. This will aggravate the labour shortage issue the country currently...
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Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
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