Sathorn Series E: New Wave of Bank Mergers?
In the wake of the news about Barclay's potential acquisition of Standard Chartered, we had a chat with a friend who works for the potential target...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Thanachart Capital: Has It Improved Too Much?
The fundamental trends at Thanachart Capital Pcl (TCAP TB) are positive (comfortably the best in Thailand) and the valuation of positive change...
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Attractive Thai Stocks for an SET Breakout
Given the bullish SET 50 index pattern and chart set-up we scanned through the top 50 stocks in Thailand and came up with this group of stocks that...
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Thailand's Returned Cheques
Where understanding, forecasting credit metrics is more of an art than a science, we believe looking at a wide array of variables, including those...
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