Thaistocks.com was always about rational & value investing since 1997. April 30 '2024 marked its 27th anniversary. For over 2 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics. Still no real catalyst are in sight. With my multicultural background and 40 years of professional investor experience I now instead here make regular added value more global oriented unbiased comments. Beyond Thaistocks.com (See articles below).
We are not and never were investment nor financial advisors/nor fund managers, just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience. "Integrity has always been my competitive advantage". Picture here is about "don't miss the boat", as one of these days global mkts will correct -and maybe far more.
October 30: The Thai Baht currency has been strong -for some months vs. most all other currencies. I think its likely now overdone and believe global oriented investors may want tone it down regarding Baht holdings. Thai interest rates are on the way down of late... the high season here has started and the important tourism, besides the export sector, would much like to see some Baht currency taming. Not least: Thailand has likely now entered a negative inflation-rate period, surely not something the BOT advocates/likes/nor aims at. (BOT = Bank of Thailand).
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