BFM 89.9

Podcast  >  Morning Run  >  Market Watch  >  Implications of Thai Protests for Investors

Implications of Thai Protests for Investors

Maria Lapiz

16-Jan-14 08:18

Implications of Thai Protests for Investors
Maria Lapiz,  Head of Institutional Research at Maybank Kim Eng, Thailand talks about the ongoing situation in Thailand and what it means for investors. Having lived in Thailand for the past 25 years, she explains if, how and why protests seem different this time. Points covered include:
- global investors sold a net $6.2 billion of Thai equities in 2013, the most since Bloomberg began compiling the data in 1999. After two months of street demos, and ongoing protests, will political stalemate continue?
- how worried is she about Thailand
- against the dollar, the baht has slid more than other regional currencies as political turmoil is worsening - how much further downward movements for the baht
- on the upside - Aberdeen buying in, so’s another top Thailand stock picker, pointing out how Thailand has emerged strongly from a number of crises in the past few years. Franklin Templeton’s Mark Mobius remains unfazed and said Thailand’s past resilience to crises made him committed to the economy. - her take and when best to go in 
- should investors stay reluctant despite prices being cheaper? Has market priced in the political uncertainty and its impact on the economy? 
- sectors
- political unrest
- business impact on longer term scale
BFM's Khoo Hsien Chun speaks with her. 

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.


Tags:  morning fixthailandprotestsequities

Share this podcast

Play / Pause

Listen now : BFM 89.9 -- The Business Station

Today’s Shows

6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

7:15 AM

Morning Brief

8:00 AM

The Breakfast Grille

Dato' Teng Chee Wai, Managing Director, AHAM Capital

8:30 AM

Morning Brief

9:00 AM

Opening Bell

9:35 AM

The Property Show

10:05 AM

Open For Business

Lim Xin Yu & Jason Wee, Co-founders, The Asli Co.

11:05 AM


Izan Satrina Mohd Sallehuddin, Senior Director of Partnerships & Creative Sector of Think City Sdn Bhd

12:00 PM

Enterprise Biz Bytes

1:00 PM

The Breakfast Grille Repeat

Dato' Teng Chee Wai, Managing Director, AHAM Capital

2:05 PM

Live & Learn

3:05 PM

Earth Matters

COP27: Did it Deliver for People and Planet?

4:05 PM

Health & Living

Walking Out After Joint Replacement

5:00 PM

The Evening Edition

5:35 PM

Today On Twitter

6:05 PM

Inside Story

7:05 PM

The Evening Edition

7:35 PM

Popcorn Culture - Review

Don't Worry Darling

8:00 PM

Cruise Control

Daniel Fernandez, | Ariff Roose | Richard Bradbury

10:00 PM

The Pulse