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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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...
360 Views
Beauty Community: Huge Momentum in Thailand and Appealing to Chinese Tourists
The Thai cosmetics company has gotten the local population hooked on to its mass market products and is increasingly appealing to the Chinese...
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