The Robber Baron's Guide to Thai Investing in Monopolies
For most parts, Thai anti-trust laws are quite lax, so there are good investing opportunities in certain monopoly stocks such as BTS and Thaicom,...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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The Upcountry Disconnect
With the exception of AIS and MINT, we found that the majority of Thai stocks with large upcountry exposure (predominantly retailers) are priced at...
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AEC Integration...Here We Come
AEC integration has taken effect roughly a year now. We highlight several stocks in property and tourism segments that could benefit from...
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Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
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