Shares & Derivatives
Riding the post-coup wave and my favorite issue of tax
By Clueless Punter  •  October 2, 2014
There have been lots of developments in the Kingdom ever since my last post on infrastructure stimulus. Prime Minister Gen. Prayuth has retired (still in power!), the hunt for the Koh Tao killer is still on, and a trio of drunk Aussie farangs have fallen off a hotel balcony, the latest in a long line of falling farangs!

Anyway, my faith in the general and the coup had been repaid as the rising tide lifted all (almost) boats since the first quarter this year. Previously, my strategy was to focus my attention on the direct beneficiaries of government stimulus. That did not exactly work out due to the ill-timed street violence that shut down the Bangkok. Since then, I have taken positions in the direct beneficiaries of stimulus and domestic recovery.  



1) 
Yesterday, the Cabinet approved economic stimulus measures worth 364.5 billion baht, that also included the ......
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By Clueless Punter
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