Showing 1 - 10 of 11
Investment: A great rotation and a market bull run?
Business, Tientip Subhanij, Published on 24/02/2017
» I started investing in the stock market a long time ago and I have been through many ups and downs of stock market cycles. Given the experience, I am generally quite resilient when it comes to stock market crashes. In the nearly 10 years since the subprime crisis in 2008, the Thai stock market has performed very well. In fact, if you had been investing in Thai equities since then, you would have received a total return including dividends much higher than if you had invested in any other neighbouring countries. Over the past year alone, the SET index has gone up 22.6%.
Life after the eventual Fed rate hike
Business, Tientip Subhanij, Published on 25/09/2015
» People often ask me what will happen to the value of the baht. After the US Federal Reserve's decision to hold back from raising interest rates last week, the questions have only increased. The Thai currency has depreciated a lot this year, falling by 9.57%, much more than the often-talked-about yuan devaluation, which sent that currency declining by only 2.75% so far this year. We are, however, not alone in this devaluation trend. Malaysia and Indonesia have seen their currencies tumble as much as 23% and 17.5%, respectively.
What the future could hold for Thailand: A country with vision
Business, Tientip Subhanij, Published on 27/03/2015
» 'A life without purpose is a life without destination. A country with no direction is like a boat moved by random currents into any harbour."
What a collapsing oil price could mean in 2015
Business, Tientip Subhanij, Published on 29/12/2014
» Although I did not put up a Christmas tree this year, somehow I feel more festive than ever. My family has been seeing a lot of relatives lately and we are travelling to beaches and mountains to be together during this holiday season.
2014 markets: Don't worry, but don't be too happy
Business, Tientip Subhanij, Published on 31/01/2014
» Happy Chinese New Year! The start of a year usually brings hope and optimism into our lives. For the global economy, the Year of the Horse promises to be a better year despite the recent currency crisis in emerging markets. Many of the challenges we faced have either abated or have been overcome.
Globalisation at a crossroads
Business, Tientip Subhanij, Published on 30/08/2013
» We began 2013 on an optimistic note about our economic performance, hoping this year would be one of strong growth. But as time passes, this seems increasingly unlikely.
The forgotten element of thailand's growth
Business, Tientip Subhanij, Published on 26/07/2013
» These days I believe I am not the only one who thinks the Thai economy is slowing down. Many agencies, both public and private, have all revised down their growth forecasts for the country. Following disappointing first-quarter gross domestic product (GDP) performance, most forecasts now call for full-year growth of just over 4% compared with 5% predicted earlier. Second-quarter official GDP figures scheduled to be released next month will also likely be lower than expected.
Climate change for the currency market
Business, Tientip Subhanij, Published on 29/03/2013
» Currency movement is something I have been watching rather attentively this year. The baht has already appreciated about 4% since January, trading around 29.30 to the US dollar yesterday. I cannot help thinking how far we have come from the point when the baht was worth much less _ 50 to the dollar and 90 to the pound in early 1998.
When gravity shifts: The rise of CLMV
Business, Tientip Subhanij, Published on 25/01/2013
» As the year begins, the world is still struggling towards recovery. Despite better conditions in financial markets, many high-income economies remain fragile. The World Bank has just cut the global growth forecast for this year from 3% to 2.4%, a slight improvement on 2.3% in 2012.
Investing in fundamentals
Business, Tientip Subhanij, Published on 30/03/2012
» Life is too good to be true lately. I have been able to see many old friends and relatives after not being in touch for a long time. Hanging out with people who truly matter to you is great in this chaotic modern world.