New podcast weblog
8 Thai property fund sectors to get impact from covid-19
Time to go all in China new economy stocks- TMBCOF
Downward pressure on Thai bond yield continues.
Recent data shows signs of China economic come back.
EIC Data Analytics shows slow recoveries of Thai economy.
How is world oil market rebalancing situation?
Updates on US, Euro and Japan economies.
GS updates Thai real estate sector after lock down from covid-19.
How TMB Eastspring looks at current Japanese stocks? And ways to look at those stock to find value.
Recent 1st quarter 2020 Thailand GDP gives no surprise of negative number from covid-19.
To expect new normal of ways to do businesses and to gauge pace of recovery in various sectors.
Introduction to National Saving Fund (of Thailand): to beat poverty line and future expense by saving with NSF.
Outlook updates Thailand and Singapore REITs.
Sell in May this time is coming. Many negative things to support May's correction.
Revisit 5 mega trends introduced by Blackrock.
2 concepts to detect credit risk before hand: Financial ratios and management decisions.
What good corporate bond gives in such current low yield? Know the risks before putting money to work.
Introduction of laddering strategy for fixed income portfolio for rising rate environment after current covid-19 crisis.
Work From Home is a sustainable trend? Direxion says yes and is in a hurry to file WFH ETF to serve investors.
Ironically, a big successful spread of digital transformation needs covid-19 spread. Work From Home and Learn From Home are the cases.
What is multi pillar of pension system? National Saving Fund (NSF) of Thailand as the third pillar for a majority of Thai people.
7 themes and 3 investment styles GS recommend for this volatile year 2020.
Expectation of domestic and international tourists in Thailand with priced in covid-19
Hidden cost of high public spending = high debt.
A lot of things Bank of Thailand already did/implemented to prevent liquidity crisis due to current covid-19.
New updates and launches of covid-19 related ETFs. Flash or long-term theme?
How businesses to adjust themselves after covid-19: cases of residential, hospitality and home builder.
How are big oil companies doing in the light of capex and dividend. And big concern about high yield bond.
Thailand latest export figure still showed no hope. Expect further risk on Thai trade down the road.
Latest look back in crude production on US soil. Not bottom yet.
Monetary Authority of Singapore with measures to mitigate financial risks for S-REIT. How's Thai's?
Anatomy of current stock rally: a lot of risks remain. Watch out with care.
TIP ETF: Investing in Treasury Inflation Protected Securities to expect price pickup after economy bottoming.
5 things to expect after we wins the covid-19 war.
Thai stock (SET Index): to get ready for big consolidation. Expensive and bad reward/risk.
Thailand 2020: one of the worst drought year. It is quietly worsening Thailand growth.
Recap: Thai economy after pricing in negative effect from covid-19 lockdown.
Recent updates on Singapore REIT and detailed outlooks in each sector.
Thai banking sector? Avoid. Period.
Three drawback of ASEAN to be improved to grwo further when up-cycle comes.
DEF ETF: defensive stock to mitigate volatility during great coronavirus bear market.
Business process backward engineering to save company's cashflow to survive during covid-19 crisis.
Covid-19 is harsh. Expect W-shape recovery. It means another leg down.
Latest negative Thai CPI signals temporary weak economic sentiment or deflation?
3 stages of market happening when M&A news broken.
Fitch rating to Thai banking sector: asset quality is the focus.
VMBS ETF: Introduction of MBS ETF (Mortgage Backed Securities ETF)
Thailand GPD big cut. Four things to monitor.
Latest rally of SET Index is not for chasing. Bottom is on the way. When and what level?
Latest ASEAN economic downgrades due to consumer activities cutbacks.