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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Thai-Coons (Ep. 3): RBS Logo...Seriously?
The Central Group logo looks suspiciously similar to RBS, but today, the Group is worth only slightly less than Scotland's banking icon. If...
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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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