PaulRen's picture

Beyond Thaistocks.com -meaningful real reforms need to take place here.

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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PaulRen's picture

Swiss Banking regulatory shortcomings.

I can't help but raise my eyebrows to a Swiss Finance regulatory, news article just read.
An interview with the Swiss Finance minister, Ms. Karin Keller-Sutter.  She was interviewed about new Swiss banking compliance/regulatory issues, to come...,in this article she mentions there are as of now, no provisions to...

PaulRen's picture

On investor acumen & US staleness.

On US investor laziness & over-staleness which has evolved in the US and which at some point will almost by definition come to a bad ending.

Many so-called investor experts write how its "always wrong to use any emotion" when it comes  to investing. Private bankers...

PaulRen's picture

The end of an era. Even while investor wise it worked out well.

A short summary of the past 3 decades -on just some of the anatomy of the investor profession.  Things always change but not necessarily for the better -and besides we don't have to understand everything, to be happy.  But enfin, here is some of my understanding.  

PaulRen's picture

Asian currencies and mkts. rallying. ask why!?

In the meantime, of late, Thai, Malaysia, Chinese, currency and most stock mkts. here are rallying, for no real regional reasons...same with their currencies.! Something big beyond Western biased news seems to be going on...as Asian currencies are/keep rallying! Often a leading predictor, indicator. Similar vs. CHF, traditionally a safe...

PaulRen's picture

My investor theme during these dire times.

In the US one gets around 4-5% in savings' accounts in their Banks, slightly more if  you save in a Money Market fund. In the US you get around 1- 2.5% in dividends from stocks (yes, more on Oil stocks and selective property funds, but that is another story).  In Thailand bank...

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