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Thailand Global Macro

Sugar's Brave New World 5

Sugar’s Brave New World

The rally in sugar prices that began in the summer of 2015 has lost steam. Prices are unlikely to recover to their recent...
Week Ahead in Emerging Markets: 19th December

Week Ahead in Emerging Markets: 19th December

EM ended the weak on a soft note, as the hawkish Fed decision continued to have reverberations for global markets.  Worst performers in EM...
Erdogan’s Purge: Mass Arrests in Turkey Put Europe on Trial 1

Erdogan’s Purge: Mass Arrests in Turkey Put Europe on Trial

It didn’t take long. Eight months ago, Turks effectively gave a green light for their power-craving president to centralize authority under his command, by...

Thailand Equity

Will 7-Eleven's New Aggressive APAC Expansion Strategy Bear Fruit Or Will Local Competition Bite? 5

Will 7-Eleven’s New Aggressive APAC Expansion Strategy Bear Fruit Or Will Local Competition Bite?

Expansion plans Japanese (EWJ) convenience store chain 7-Eleven is expanding aggressively. The chain currently operates 62,000 stores in 18 countries across the globe through license...
The Thai Government's Latest Gamble: Electric Vehicle Policy

The Thai Government’s Latest Gamble: Electric Vehicle Policy

Has Thailand found the right balance to promote the industry? At the end of March 2017, the Thai government finalized its new electric vehicle policy...

Thailand Fixed Income

How Will Thailand’s Bonds Be Affected If The Central Bank Decides...

The government is not seeing eye-to-eye with the central bank of Thailand when it comes to monetary policy in the country.The government, particularly the...

Thailand Political Risk

Thailand’s Ruling NCPO Is Becoming Increasingly Authoritarian, But Economy Resists ‘Juntification’

Since seizing power from the elected civilian government, Thailand’s junta has become increasingly authoritarian. But attempting to ‘juntify’ the economy is proving difficult for...

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