Andrew was on the MONEY FM 89.3 radio segment Across the ASEAN hosted by JP Ong on 1 July 2020. Listen to the episode 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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