Thailand Key Analysis

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Infrastructure Outlook Still In Flux

Recent developments in Thailand support our long-held view that a change in regime could lead to a review of infrastructure projects approved by the previous incumbent. This review has already...

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4G Delay Confirms Risk Outlook

The postponement of the 4G auction confirms our short-term telecoms risk outlook. We believe regulatory headwind are unlikely to dissipate anytime soon under the military Junta and this will upset...

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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Military Coup Raises Civil War Threat

The Thai military's assumption of power following failed talks between rival factions in the ongoing political crisis raises the prospect of an unelected government being installed. Such a move would...

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