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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