The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
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SCB Mounts a White Knight Rescue for Pace
After telling PACE not to sell Dean & Deluca to CENTEL, SCB mounts a surprisingly bold rescue mission for PACE. Initially, they will buy some...
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The Yingluck Political Overhang
The Thai stock market continues to be under pressure from foreign selling. One underlying issue has always been the prospect of QE unwinding, which...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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BTS Group: Positioning For Growth
The Big Picture. It’s easy to focus on the negatives and say that BTS’s earnings halved from Bt4.1bn in 2015 to Bt2bn in 2016, but the consolidated...
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