CFO Insights

Data-driven, CFO-level perspectives on ASEAN markets, capital flows, and corporate finance — offering strategic insights for executives and investors.

CapEx

Apr 13, 2026

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7 min read

Why CapEx Is Easier to Approve Than to Measure

Why big investments are often reviewed less rigorously after approval

Dai Kadomae

Corporate Governance & Disclosure

Is Your Company's Share Price Fairly Valued? If Not, Why?

Dec 26, 2025

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4 min read

Is Your Company's Share Price Fairly Valued? If Not, Why?

ASEAN Mispricing - The Two Sides of The Same Coin

Dai Kadomae

Funding Cost & WACC

Dec 23, 2025

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3 min read

Another roadblock:Interest Expense

Why WACC breaks before financial modeling begins

Dai Kadomae

Safe Haven vs Growth

Sep 26, 2025

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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

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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

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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

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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

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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

CFO Insights

Why CapEx Is Easier to Approve Than to Measure

Is Your Company's Share Price Fairly Valued? If Not, Why?

Another roadblock:Interest Expense

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

GARYO FINANCE Insights