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 always 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.
January 2nd 2025. In Thailand bank saving accounts yield around annual 0.3% in interest paid. This vs. 6-7% on quality long established solid select smaller/mid cap stocks. In the US on $ one gets around 4-5% on Bank savings deposits and barely 2-2.5% dividends on higher yielding mid to smaller cap stocks. This is called the yield gap, and here it's an astronomical distorted level, never seen before in my 35 yrs. on location. Yet, for the most part brokers just keep pumping...