Archive

Dive into a collection of past posts and rediscover timeless content.

Funding Cost & WACC

Why I deliberately exclude CAPEX and working capital assumptions

Dec 22, 2025

•

3 min read

Why I deliberately exclude CAPEX and working capital assumptions

Why management-driven decisions do not belong in cross-border valuation.

Dai Kadomae

Financial Comparability

Dec 20, 2025

•

4 min read

Why the Numbers Look Comparable — but the Fundamentals Are Not

A measurement problem hiding behind familiar financial labels.

Dai Kadomae

China+1

Oct 24, 2025

•

5 min read

ASEAN Rising on investors' Radar

From risk realignment to Vietnam’s FTSE upgrade

Dai Kadomae

Safe Haven vs Growth

Sep 26, 2025

•

3 min read

Thailand’s Terms of Trade Paradox

Safe Haven for Investors, Stagnation for the Economy

Dai Kadomae

Thailand Bond Market

Sep 25, 2025

•

4 min read

Thailand’s Bond Yield Paradox

From policy rates to bond yields: how Thailand became ASEAN’s safe haven

Dai Kadomae

Thailand’s Financial Paradoxes

Sep 23, 2025

•

3 min read

Thailand’s Interest Rate Paradox

From safe-haven baht to policy puzzle

Dai Kadomae

Thailand’s Financial Paradoxes

Thailand’s Baht: Resilient or Unstable Trap?

Sep 22, 2025

•

3 min read

Thailand’s Baht: Resilient or Unstable Trap?

Why a currency treated like a safe-haven is also one of ASEAN’s most volatile.

Dai Kadomae

ASEAN Startups

Thailand’s Startup Hotbed: From $1.25B Peak to the Next Unicorns

Sep 20, 2025

•

3 min read

Thailand’s Startup Hotbed: From $1.25B Peak to the Next Unicorns

Thailand’s startup ecosystem is small but full of potential. The next decade will decide whether it rises as ASEAN’s innovation hub.

Dai Kadomae

Capital Markets

Beyond Deflation: China’s Structural Fault Lines

Sep 19, 2025

•

2 min read

Beyond Deflation: China’s Structural Fault Lines

China’s challenges run deeper than deflation and trade disputes

Investor Relations

Trump 2.0 & SEC Compliance: Future of Quarterly Reporting for CFOs

Sep 18, 2025

•

4 min read

Trump 2.0 & SEC Compliance: Future of Quarterly Reporting for CFOs

What does Trump 2.0 mean for SEC compliance and Investor Relations? A strategic look at the challenges for CFOs regarding transparency and quarterly reporting requirements.

Dai Kadomae

Archive

Dive into a collection of past posts and rediscover timeless content.

Why I deliberately exclude CAPEX and working capital assumptions

Why the Numbers Look Comparable — but the Fundamentals Are Not

ASEAN Rising on investors' Radar

Thailand’s Terms of Trade Paradox

Thailand’s Bond Yield Paradox

Thailand’s Interest Rate Paradox

Thailand’s Baht: Resilient or Unstable Trap?

Thailand’s Startup Hotbed: From $1.25B Peak to the Next Unicorns

Beyond Deflation: China’s Structural Fault Lines

Trump 2.0 & SEC Compliance: Future of Quarterly Reporting for CFOs

GARYO FINANCE Insights