Andrew Stotz, A. Stotz Investment Research

Andrew Stotz, A. Stotz Investment Research

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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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Listen to his previous podcasts:

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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