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Title : Riding The Alternative Energy Wave, Money and Wealth Magazine (May 2010 issue), by Jirasee Kasuwan
Date : May,01 2010
Alternative energy is to traditional energy what homeopathy is to the medical industry. You may pop an Echinacea to help fight off the common cold but if you’ve caught the H1N1, you better go to see a doctor. Whether you’re going to pop alternative energy into your gas tank or turn it on in light bulbs will by and large depends on: 1. Cost parity to classical energy; 2. Subsidies; and 3. Government fiat. |
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Title : Creative Capitalism by Napalak Waisiriroaj
Date : April,09 2010
I'm not sure who exactly was the first person to have used the term Creative Capitalism but the first time I heard it coined was by Bill Gates in Davos in January 2008. And since then it has been used somewhat loosely in other derivative forms such as Creative Capital and Creative Fund and have even seeped into the IT side of Creative Economy which is altogether a different thing. Albeit Gate's background being in IT and how he has all along been associated with a vibrant and creative company - Microsoft - that he founded and built into a US$260 billion market capitalization company, Bill Gates meant none in that IT context when he spoke about Creative Capitalism. |
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Title : ChiNext – The New NASDAQ?, Money & Wealth Magazine, by Thananchai Sajjaporamest and Sarocha Minesuk
Date : April,01 2010
In Poker, the odds of being dealt a hand of a Straight Flush is about 0.0015%, that is, forty possible Straight Flushes over roughly two-point-six million permutations. If you get one of those hands and nobody else does then you take your winnings which works out to be about 4-5 times your capital. Of course one can win with other less impressive hands insofar as your opponents’ hands are worse than yours and therefore the odds of a winning hand is one out of the number of total players. Every year about 15 million mainland Chinese commute the ocean via hovercrafts known as TurboJET to Macau to attempt this feat. Now they don’t even have to cross the ocean: they can simply go to Shenzhen Stock Exchange and bet on stocks on the ChiNext board. On first day, all 28 new stocks on ChiNext went up between 76%-210% higher than their IPO prices. |
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Title : Duke MBA Asian Business Club - Alumni News Letter
Date : April,01 2010
Featured Alum: Pakpoom Vallisuta
Chairman, The Quant Group
Pakpoom is the Chairman of The Quant Group, a pan-Asian Mergers & Acquisitions advisory firm. He holds an MBA from Duke University and is also a board member of the Board of Visitors at The Fuqua School of Business. Pakpoom currently teaches Investment Banking and Finance for the MBA program at Assumption University, Thailand, and is a frequent guest lecturer at the business schools at Harvard, Duke, The University of Chicago, Wharton, and MIT.
Link: http://mbaa.fuqua.duke.edu/aabc/documents/ABCNewsLetter.pdf |
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Title : Private Equity in the Energy Sector by Thananchai Sajjaporamest
Date : November,01 2009
Investing in commodities has always been beneath private equity funds. LBO bankers are quick to use words like commoditization and commodities in a depreciative manner citing that commodities are commonplace and do not provide differentiation. Therefore, profiting from commodities is done purely through price because there is no value-additive in pure commodities. |
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Title : Thailand’s Big Bang, Money&Wealth Magazine by Daechapon Lersuwanaroj
Date : April,01 2009
Building demolition experts know this well: it only takes a few sticks of dynamites in the right places to bring down a tall building. It’s all about structure. It’s not even that loud. Poof! And the building crumbles into tiny rocks and dusts. |
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Title : Nova Bolsa – Quiet Nights of Quiet Stars, Money&Wealth Magazine
By: Piraporn Vanichpun
Date : February,01 2009
Back in 1958, the American Jazz saxophonist Stan Getz and Brazilian composer Antonio Carlos Jobim merged Jazz and Samba music to create a new genre called Bossa Nova assembling the husband-wife pairing João and Astrud Gilberto singing classics such as The Girl From Ipanema (Garota de Ipanema) and Corcovado (Quiet Nights). Notwithstanding recycling and re-compositions by subsequent generations, the Bossa Nova movement only lasted for a little over five years. |
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Title : Profiting From Black Swans, Money&Wealth Magazine by Rewin Pataibanlue
Date : January,01 2009
In case you haven't heard this one before: "if you are going to invest, then invest after a crisis and not before it". If only someone gets this right they'll save themselves a lot of money and possibly make much more from it. A recent literature on this strategy is the preparation for what the mathematical trader Nicolas Nassim Taleb calls The Black Swan. |
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Title : ATS, ECN, Dark-Pool, BATS, LiquidNet – What Next? SkyNet?, Money&Wealth Magazine
By: Tanik Tarawisid and Nutwadee Hemsoraj
Date : January,01 2009
In the same ways that the fictional Skynet – the computer system that created these android assassins - is antagonistic to the human race, electronic exchanges have a long unsympathetic history with human traders. They queue orders in voluminous batches, they match orders on real time, they report back faster, they’re honest, and they provide a level ground field (alas, égalité over fraternité) for any common person who cares to trade. They also put jobbers and floor traders at NYSE, CME, LSE you name them out of their jobs. |
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Title : The Wharton Asia Business Conference 2008
Date : November,08 2008
Our senior partner, Pakpoom Vallisuta, recently (8th November 2008) spoke at The Wharton Asia Business Conference at The Park Hyatt, Philadelphia, on the Investment Banking Panel on Mergers & Acquisitions in Asia.
For more information please visit: http://www.whartonglobal.com/asia/speakers/pakpoom.html
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