Showing 1 - 7 of 7
The future is bright, is it not?
Business, Piyasak Manason, Published on 23/01/2021
» From an economic perspective, most of the current figures continue to look worse, especially in developed economies including the United States. The US job market, retail sales and real estate figures have deteriorated for the first time since last April.
Be careful of the turning tide
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.
The world after Covid
Business, Piyasak Manason, Published on 27/06/2020
» The second quarter of 2020 has seen a divergence between the investment world and real economic conditions. Despite a recent uptick, the global economy is still contracting: the IMF has just downgraded its global GDP forecast to -4.9% from -3.0%.
Old risks fade, new risks emerge
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.
Open for business? Proceed with caution
Business, Piyasak Manason, Published on 25/04/2020
» It has been more than a month since the world hunkered down to stop the spread of a deadly virus that has killed tens of thousands. More than two-thirds of the global economy has shut down as a result of social distancing measures.
All is well!
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.
Investors finding their sweet spot
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.