Thai Politics: Referendum and Aftermath
Thailand will vote on the constitutional referendum in two weeks (August 7). Rejection, which seems more likely due to support by the two key...
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China Consumer Sentiment by Region - East China South and Central Currently Have Highest Sentiment
In the June 2016 MNI China Consumer Sentiment Survey ‘Middle - West China’ ranks the lowest on average on measures of sentiment. Ranked last of...
193 Views
Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
181 Views
Broad Sweep of the Thai Market
Thai equities has been a top performer despite the country's weak economic growth. The dynamics for retailing and tourism-related stocks continue...
259 Views
Thailand: Of Private Investment and Political Gyrations
Private investment at depressed levels Tourism remains key growth driver: Foreign tourist arrivals expanded across the board, growing 7.6% y/y in...
167 Views