Showing 1 - 6 of 6
Business, Piyasak Manason, Published on 09/09/2020
» As we expected, the global and Thai economies have reached low points not seen in decades and have begun to recover gradually in recent weeks. But in terms of investing, we are beginning to see a significant shift in the theme.
Business, Piyasak Manason, Published on 25/07/2020
» In our last column we warned about the great uncertainties surrounding the divergence of the economic and investment worlds, and how they may converge due to the rise of those uncertainties. It is possible that we may begin to see a turning point this month.
Business, Piyasak Manason, Published on 23/05/2020
» May has been the month when investment and economic reality diverged. The global economic contraction is deepening. Composite purchasing managers' indices, the most timely economic indicator, hit a record low globally in April. Preliminary estimates for May show a slightly slower rate of contraction, but the figures are still in deep negative territory.
Business, Piyasak Manason, Published on 25/01/2020
» You probably recall the "All is well!" tweet that President Donald Trump sent out after Iran fired a missile at a US military base in Iraq on Jan 8. He was relieved that no one had died in the retaliatory strike that followed the US drone attack that killed Gen Qassem Suleimani on Jan 3.
Business, Piyasak Manason, Published on 03/01/2020
» For global investors, the sky started brightening as a tumultuous 2019 drew to a close. Stock indices in recent weeks have gained 2-6%, with developed markets rising the most, and many are closing in on all-time highs. Most prominent are the US stock indices, where every day the S&P, Dow Jones and Nasdaq have been touching historic highs.
Business, Piyasak Manason, Published on 23/11/2019
» For global investors, the sun has been shining for the last two months. Stock indices have gained between 1% and 8%, with developed markets rising the most, and many equity markets are closing in on all-time highs.