Thailand Views

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Regional FX & Fixed Income Strategy

Our decision to turn cautious towards Asian FX on October 30 proved well-timed, with the US dollar coming back strongly across the board. Looking at our Asia FX basket (which excludes AUD and NZD),...

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Education Drive In Trouble

Thailand’s One Tablet Per Child project appears to have run into difficulties after reports emerged that 30% of the 860,000 devices distributed have broken down a year after the initiative was...

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Asia Pacific Remains Highly Attractive

Geographic diversification may be a favourable strategy for multinational pharmaceutical companies, but it is vital that firms recognise both the rewards and the risks present in a market, whether...

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Beef Self-Sufficiency Nowhere In Sight

We see Indonesia's goals to become self-sufficient in beef production as overly optimistic. In fact, the restrictions imposed on beef imports since 2010 are exhausting the local beef sector as they...

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