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A new BOP Economy in Thailand | Advantage zyaada

The Economy of a revolution

The Philippines had People Power, the Czech Republic had its Velvet Revolution and Ukraine was swept up in an Orange revolt. Thailand has what might be termed the Toothpaste Brigade.

The yellow T shirts in Bangkok last year WSJ reports could not complete a revolution and ares till trying by pretty well retailed financial means.

The team that relies on selling toothpaste, toilet paper and fish sauce only adds that to the bottomline of the privately owned ASTV, that airs the revolution live and champions its cause. The star of the yellow bandana team is a Thai pharmacist that sells his own toothpaste recipe filled 20000 large tubes every month for a good USD 90000, of which 60000 is turned over to the ASTV broadcasters. He is also reverse engineering Listerine..

Tens of thousands of viewers are buying and selling rice, fertilizer, phone cards, alarm clocks and insurance policies with the ASTV logo.

Sondhi Limthongkul is the 62-year-old media mogul who formed the yellow-clad royalist group, which calls itself the People’s Alliance for Democracy, or PAD. He is eyeing a formal political role as head of its New Politics Party. He reckons the movement and its privately held TV station would have to struggle for survival without its entrepreneurial support base.

Thailand's Court Seizes Part Of Thaksin Fortune

Is this what we planned when we agreed to a Bottom of the Pyramid revolution in the mass market? The other factions (former government’s supporters) now plan a red shirt weekend to counter the growing yellow menace

Mr. Thaksin’s supporters last year formed their own satellite-based People’s Channel to push the former premier’s agenda.

So far, though, Mr. Thaksin’s backers haven’t amassed the kind of business-savvy support that’s helping to keep Mr. Sondhi’s ASTV going.

Mr. Thaksin, while still wealthy, meanwhile took a blow to the wallet when Thailand’s Supreme Court confiscated $1.4 billion of his family fortune for allegedly using the prime minister’s post to benefit his companies. But for Mr. Prajint, the aspiring toothpaste baron, joining up with ASTV is about good business, as well as good politics.

Thaksin’s Thailand is a recovering N11 economy, right behind the BRIc nations in charting a new course of growth. Its $300 bn GDP is highly dependent on its $150 bn exports, dominated by exports to US, China and Japan

The toothpaste pharmacist of course uses a chinese Toothpaste mixing machine ( what if they put tweeting spies in each hardware, huh :D ) His operation runs on an investment of one month’s sales now ( $90K)

I need some more of that self addressing paper they invented and take my own notes seriously..

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One Response to “A new BOP Economy in Thailand | Advantage zyaada”

  1. The strength will shift in favor of the Red Shirts as violence continues to deepen. The Red Shirts represent a populist movement. Currently, the protestors who are getting killed belong to the Red Shirts, who will win public sympathy. Furthermore, the Thai economy will be harmed by the protests, which will lead to further public discontent for the current government.


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Lifestyle Infrastructure

One of our special themes at the Advantages weblogs has been our assertion that US, India, China and most of the rest of the world that is growing

is likely to do so on the basis of a consumption revolution. Below is out insight piece that opened the chapter on India's final coming out that was much awaited but wasn't really happening till 2009..

The Commonwealth Games Infrastructure Train

A few years ago, when the Indian women shot Gold in Commonwealth Hockey and our aim in general started consistently being medal grade, we won the bid for New Delhi to host the games in 2010. This business of infrastructure had been mystifying sportspersons for decades in India; none too easily supported by the overarching smell of rent and inadequate facilities for local sports persons historically.

Even today most sports would bow out in front of Cricket and that is not a full-fledged event at the CWG, though there is still a toss-up for the T20 version to be added. Like most other spheres of life, China has been doing it higher, faster and stronger, having already held the challenging Olympics in 2008 earning over $2b for Beijing, the host city.

The story is quite public and you must have all followed it at least since August 2009 when the first few fistcuffs were exchanged regarding the lack of preparations for the CWG event now just 6-7 months away. The Sports Minister and the Games Organising Committee Chair Suresh Kalmadi has variously ben painted and vilified while we look at the rejuvenated parts of Wembley in London and survive on facepaint and cheering the local IPL franchise in Cricket games. The painting of events apart we just thought it important for Sports and Tourist infrastructure worth $1.5 billion to be included in the India story at about this time.

This preamble would survive your taste buds and your snipping scissors in the mind and we�ll come back right after lunch is over for you..

And the Original piece..follow up article on our Lifestyle Economics stream

If you have been following the India story closely, India�fs new developments are focussed on Infrastructure and Retail along with giant leaps in the Entertainment business. You can look closely at the India stories athttp://advantages.us/inframils to get a flavor of what�fs happening in Indian Infrastructure

On the other hand Retail Lifestyle businesses are increasingly attracting investors�cRural Markets may grow at a faster pace at least on the Drawing board. �c Where is Investor access? Why is it still on the government to make it happen? The FDI limits and the others are fairly rational policies..but where are the investors?..

Nanos will roll into homes by July end and IPL teams are already applying for trademarks as it looks set to become the greatest sporting extravaganza in the world, already ranked at #2 behind the NFL season in the USA. The 3G challenge will tear at Telecom companies�f profits in the coming years�c

10-Year-Old Girl Scores Hole-In-One at US Kids Golf European Championship in Scotland
(The image is of a young indian golfer in Scotland)

BUT, Importantly, India caught on to serious lifestyle investments early in 2005, Today with the debut of Cox and Kings IPO..

Where it is now?

Towns like Jalandhar, Ludhiana in Punjab, Jaipur and Agra on the Golden Triangle and such state capitals, heritage and business towns like Ahmedabad, Surat and Nagpur present a unique opportunity for Indian hospitality business to scale up, esp as Indian railways, india�fs aviation footprint and the road infrastructure will follow in step with the boom. Note: The Indian Maharaja with TC, Maharajas Express with Cox & Kings, and the other two luxury trains have started first season bookings quite well and money is being spendt to add gym and pool to the Palace on wheels as well ( More here ) Golden Palace started from Bangalore is not doing so well apparently. The Maharajas Express for example is 84 persons at an average of $1000 per night for a 7 day- 8 night tour between Mumbai and Delhi

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