Upbeat 3Q20 GDP; Positive View on Thai Economy
We have a positive view on the 2020E Thai economy after the 3Q20 GDP growth came out significantly better than expected. The Office of the...
92 Views
China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
2k Views
Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
1.4k Views
The American Factor: Cars & Repatriation
Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...
385 Views
The Stream Less Taken:We Prefer Media Stocks, Not Netflix, Along the Path to Worldwide SVOD Adoption
Over the past 10 years, subscription video on demand has transformed from an add-on repository of older rerun content to a primary or secondary...
782 Views