The CIO's Corner: Iran Sanctions, Eurozone Breakdown, and Importers
In this review, we add PTT and Thai Union to our list of top picks. Energy prices are likely set to rise with renewed Iran sanctions, and a third...
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South Series (Part 2): Here Comes The Flood
A Flood of Biblical Proportions. Southern Thailand is the region that's most prone to floods, and this year is probably worse than most. Big...
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Introduction to Islamic Investing (Portfolio)
Previously on "Introduction to Islamic Investing"...In the earlier review, we highlighted the theoretical basics of Islamic investing (precepts...
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Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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