Term premium The long term pain of investing in banks (in 3 charts) | MBMG IA

Term premium The long term pain of investing in banks (in 3 charts) | MBMG IA According to which version of the family history you believe, Panos Papademetriou reportedly his name either because as he was trying to find work in a New York restaurant and encountered resistance to hiring Greeks or because he fell…

Wave riders…. | MBMG Group’s Gambles on Bloomberg

Wave riders…. | MBMG Group’s Gambles on Bloomberg Paul recently spoke with Bloomberg’s Haidi Stroud-Watts and Shery Ahn on Daybreak Asia,[1] explaining that the extraordinary scale of current cross asset volatility and market churn is telling us that something major could happen and that a major factor driving this volatility is the bull whip effect stemming…

Is fixed income still broken? | Investment Advisory MBMG

Is fixed income still broken? | Investment Advisory MBMG I recently took part in a panel organised by investment profession information, thought leadership and education experts, Hubbis, to discuss “Fixed Income & Credit – Opportunities and Challenges for the Year Ahead” – A Zoom recording is available for anyone wishing to re-watch the event.[1] The…

Double Tax , What should EXPAT know? | MBMG GROUP

Double Tax , What should EXPAT know? | MBMG GROUP As an expatriate, double tax agreements (DTAs) may play a role in your personal tax affairs if you are receiving income from both your home country and the country where you are residing. As an expatriate, you may be taxed in both your home country…

Fedhex…Powell channels inner Shari Lewis

Fedhex…Powell channels inner Shari Lewis Paul was asked by Bloomberg’s Doug Krizner this week about his recent comments about fighting the Fed being both a bad idea and something of an impossibility in view of the difficulty in actually tying down the Fed’s position as it swings so dramatically from the greatest stimuli project ever…

Everything ventured? The inevitable fall of Silicon Valley Bank (& others)

Everything ventured? The inevitable fall of Silicon Valley Bank (& others) The valley of the shadow of death The Santa Clara Valley in Northern California, better known for the last half century as Silicon Valley is home to many leading global technology companies (including the HQs of 30 of the world’s leading hi tech multinationals) along…

Hope really is not a strategy……

Hope really is not a strategy…… January has been a pleasing start to the year for markets – as highlighted by the asset performance table. It’s also been a pleasing start to the year for our advisory portfolios – returning on average a little over 4.5% roughly in line with the average wealth manager portfolio,…

5 Signs It’s Time to Setting up Your Own Company | MBMG GROUP

5 Signs It’s Time to Setting up Your Own Company | MBMG GROUP 5 Signs It’s Time to Setting up Your Own Company (If you run business in Thailand)!! These are scenarios that may indicate it is time to register a company in Thailand: 1. Starting a new business: If you are starting a new…

What’s next… after register a company in Thailand?

What’s next… after register a company in Thailand? There are responsibilities that you need to handle after starting a business in Thailand. we have listed some of them to help you proceed ahead confidently: Regulations and requirements may vary depending on the type of company and industry, it’s always recommended to consult with local lawyers…

Lack of conviction….

Lack of conviction…. A politician needs the ability to foretell what is going to happen tomorrow, next week, next month, and next year. And to have the ability afterwards to explain why it didn’t happen.” – Winston Churchill Most capital market forecasts for the year ahead tend to be narrow consensus extrapolations of broad trends…