22 September 2021
Across the ASEAN: Of Reopenings, Market Corrections, and Thai Markets
Arguably no one in Southeast Asia stands to benefit from an economic reopening than Thailand -- which has seen its important tourism and manufacturing sectors battered by prolonged COVID lockdowns in recent months. But how has this hit market sentiment there? Andrew Stotz, the founder and CEO of A Stotz Investment Research, joined us from Bangkok to provide a firsthand account of the state of Thai markets, if a reopening can help sooth sentiment, and risks he's monitoring from a potential tumble in US markets.

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Listen to his previous podcasts:

3 February 2021
Across the ASEAN: Thai Markets Against the Backdrop of Banking Pressures and the Myanmar Coup
The Myanmar military's move to take over the capital shook the ASEAN region, with Thai businesses in particular having high levels of investment in their neighboring country. Andrew Stotz, Founder and CEO of A Stotz Investment Research, joined us from Bangkok on Across the ASEAN to discuss how concerned Thai industries are with the developments across the border. He also touched on growing pressures on Thai banks, and also whether short-selling still has a role in markets given the Reddit retail frenzy that rocked markets last week.

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21 October 2020
Across the ASEAN: The View From Bangkok with Andrew Stotz
Outsiders are eagerly watching the ongoing demonstrations in Bangkok, with young protestors gathering by the thousands calling for the ouster of the Prime Minister and reforms to the monarchy. This has introduced much uncertainty into Thai markets. Andrew Stotz, CEO of A Stotz Investment Research, joined us on Across the ASEAN from Bangkok to give us a first-hand account of what's transpiring on the streets of the Thai capital, and why he's not too worried yet.

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1 July 2020
Across the ASEAN: The Outlook for Thai Markets in the 2nd Half
The gradual reopening of the Thai economy continues into the second half of the year, with few COVID-19 cases and domestic tourism slowly resuming with few hitches. But Andrew Stotz, the CEO of A Stotz Investment Research, thinks that markets in Bangkok may still be a bit too pricey. He joined us on Across the ASEAN to talk about what valuation metrics he's favoring in these times, and what he makes of the sudden increase in retail investors joining the markets last quarter.

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13 May 2020
Across the ASEAN: The Road Ahead for Thailand As Lockdowns Ease
COVID-19 cases and hospitalizations in Thailand continue to decline, as the country begins to slowly ease the lockdown measures. Andrew Stotz, CEO of A Stotz Investment Research, though, thinks that there may be some long-term damage to the Thai economy, which may not bounce back as quickly as some might think. He joins us on Across the ASEAN to talk about impacted sectors, potential credit risks, why massive stimulus will dry up eventually, and why the debate between the economy and public health isn't as simple as some paint it out to be.

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