Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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Rabble Rousers (Ep. 3): The King of Banks
In the 60s, Bangkok Bank was nothing like the ultra-conservative company we see today with the industry's lowest ROE. They were Thailand's biggest...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Sathorn Series 4: Reading McKinsey, Investing Insurance
After reading parts of Insurance in Asia written by McKinsey veterans and tossing ideas with our brokers, we developed an interest in the insurance...
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South East Asian Loan Growth - Phillippine, Thai and Indonesian Banks Compared.
Philippine banks are now taking over others in SE Asia in terms of credit growth as they become more comfortable with their own financials and the...
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