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Thursday, April 25, 2024

Market Update 07/07

Just have a look the agri sector…imagine how much more valuable CPF would be if it had better corporate governance.

I’m still on the stagflation bandwagon…higher costs (so agri/commodities increase in selling price) with zero economic growth for the coming 2-4 years. Then again I could change my mind tomorrow…

Domestic tourism – definitely on the rise for locations within 200 KM of BKK. But that does not at all make up for the loss of international tourists.

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