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  • News & article

    Two investment themes emerging in March

    Business, Published on 07/03/2020

    » The SET index appears likely to extend its slide in March after it slumped 13.3%, or 205 points (from 1,542 to 1,337) in February from the previous month. We see the supports at 1,250 and 1,200, while the upside would be capped at 1,400 and 1,430. The trading range is expected to be between 1,250 and 1,400. Among the key factors:

  • News & article

    Stuck in neutral

    Asia focus, Published on 27/01/2020

    » Amid ongoing uncertainties including trade tariffs and geopolitical tensions, global economic growth prospects look dim for 2020, partly due to a disappointing performance in major Asian economies.

  • News & article

    China's grand vision

    Asia focus, Larry Jagan, Published on 10/02/2020

    » Chinese President Xi Jinping's historic state visit to Myanmar last month was aimed at drawing the country ever closer and persuading the world of the importance of Beijing's new international approach. It was an exercise in strategic diplomacy, rolling out China's grand vision for the region and encouraging the creation of a loyal and supportive neighbourhood.

  • News & article

    China's Cambodian invasion

    Asia focus, Published on 19/08/2019

    » It has long been feared that Cambodia's growing dependence on China -- its largest aid donor, investor and creditor -- would lead to a Chinese military presence in the country. According to a recent Wall Street Journal report, those fears are now coming true.

  • News & article

    Somkid reiterates spending splurge

    Business, Chatrudee Theparat, Published on 16/01/2020

    » The government vows to rev up spending by much as 1 trillion baht in the second quarter of fiscal 2020, in part to boost the country's economic growth.

  • News & article

    Year of turbulence

    Asia focus, Published on 31/12/2018

    » Two unpredictable men with weird haircuts and access to nuclear weapons had a friendly chat in Singapore -- and that was just one of the many noteworthy stories of 2018. Elsewhere in Asia, we witnessed some surprising political developments (Malaysia) and not-so-surprising ones (Cambodia), along with what seemed to be a disturbingly high number of natural disasters. Many see the latter as a manifestation of the growing impact of climate change, and it's a debate that is bound to intensify in the year ahead. Below, Asia Focus looks back on the eventful year now ending.

  • News & article

    2020 scenarios for equity investors

    Business, Published on 21/12/2019

    » At its current level, the Thai stock market is quite attractive in terms of forward price-to-earnings (P/E) ratio and equity yield gap for 2020, especially now that progress has been made towards a Sino-US trade deal.

  • News & article

    'Privatisation' debate swirls around Indian Railways

    Asia focus, Narendra Kaushik, Published on 04/11/2019

    » Indian Railways, the seventh largest employer in the world, is starting to get the private sector more involved in its operations. But don't call it privatisation, says the country's railways minister.

  • News & article

    Headwinds in Myanmar

    Asia focus, Larry Jagan, Published on 20/01/2020

    » The economic outlook for Myanmar for the coming year looks resilient, but the country faces enormous risks posed by internal tensions and international economic trends, according to the World Bank.

  • News & article

    Cambodia at the crossroads

    Asia focus, Published on 30/09/2019

    » Cambodia is just five months away from learning whether its US$8-billion garment and footwear industry will continue to enjoy preferential trade status in the European Union (EU), the country's second largest trading partner and largest export market.

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