Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
253 Views
Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
348 Views
Thailand Short Interest Weekly (May 8th): Krung Thai Bank, PTT E&P, SCC, Thai Union, Bangchak
We analyzed SET short interest report for the past week and highlighted short interest changes in Krung Thai Bank, PTT E&P, SCC, Thai Union,...
186 Views
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
366 Views
Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
439 Views