^{The Thai stock exchange offers some of the highest so called "yield-gap" stocks -anywhere in the world! Thai listed companies will start declaring their dividends in February, to be paid in late April/early May.   Quality ultra-high dividend Thai stocks are a very desirably global-portfolio enhancer and a risk reducer!  As these have just zero correlation with the US bubbly-stock market which is trading at more then double the valuation....yielding just 1.2% in dividends, vs. 6-8% to be had here.      Pictures of young people here, hoping for a better future.}

With some of the highest dividend yielding stocks anywhere, at 6-9%, vs. very low interest paid on Thai bank savings accounts (around 0.3%).   This means ultra-high quality "yield cap." shares can be owned (including foreigners) to experienced stock pickers here.  I believe this "yield-gap" is among the World's biggest anywhere!  

Why is this:  1) retail investors have shunned local stocks for some years due to a bearish mkt., and not least because,  2) brokers indirectly nurture endless "trading galore",  among the just very few -way overvalued- big cap stocks, like example DELTA (p/e 107, dividend yield 0.22%).   Thereby all but ignoring the impressive/established high dividend "yield horses".   A most upbeat investor case can be made around these...and I know how to pick them!  

Further, and most interestingly:  they have just about zero or even negative correlation, to the US bubbly stock mkt.  In finance & investment we can show how...

Thaistocks.com has always been about rational & value investing -since its inception in 1997.   For 3 years, I here stated to be overall Thai stocks' bearish -due to the Thai economy slowing, lack of  SET/Broker real reforms & excess mkt. speculation -not least uninspiring politics. 

Yet, I here identify stock picks to members on quality companies with very high dividends, often 7%.   With my life-long multicultural background and 40+ years of professional investor experience I here since 1997, post regular added added value unbiased comments.   (See latest articles below).     

I've been analyzing Thai stocks, full time, for over 3 decades... here we have the highest so called "yield gap" anywhere along with a very firm Baht currency.  Meaning, inflation is 0% (the world's lowest) while Thai banks barely pay 0.3% interest on Bank savings accounts.  Yet, if you get beyond institutional obsession with liquidity one can find -even growing Thai listed quality companies- which yield 6-8% in tax favored dividends while trading at very low often single digit p/e ratio's

But you would never know about this reading conventional biz news.  A stock or country where the news is poor or unfavorable, but now getting less so can in fact be a good investment. This is how I see things now going...