Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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The Autobot Update (June): Toyota Hits a Road Bump
Toyota Stumbles in May. Toyota finally sent us their May data recently, and we can see why it’s a little late. Toyota’s total car sales figures...
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The Autobot Update (April V1): New Safety Rules...Gulp!
Introducing the Autobots. Since Toyota supplies monthly updates to varying degree, we are making the Thai auto update a regular piece. Just to...
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Songkran-Themed Stocks: A Week's Countdown
Songkran, here we come! In a little over a week, Thailand will be celebrating Songkran or the Thai New Year. The holiday will last five days...
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Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
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