Posted 2:52 PM by Dil
2 SEPTEMBER 2008 BLOOMBERG

Bangkok
confusing, democracy parties don't want whole democracy

King is stability, when dies that will be problem
economy not very dynamic in Thailand
very large food production

compared to a year ago all business is down

economic downturn means lower oil prices
investing money can mean going for poor quality, if low level

tightening of global liquidity
oil price further down 3-6 months

dollar strengthen further
producing centres / manufacturing centres particularly suffer

peaked out in commodity prices
1971-1980, 108 months, CRB 3.5 x up
1999-2008, 109 months 3.5 x up