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Beyond Thaistocks.com More real reforms need to take place.

Thaistocks.com was always about rational & value investing since its inception in 1997.    April 30 '2025 marked its 28th anniversary and the SET's 50th anniversary!   For over 3 years I here 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.  Yet, no real catalyst are in sight.  With my multicultural background and 40+ years of professional investor experience I will here make regular added value more global oriented always unbiased comments.   Beyond Thaistocks.com  (See articles below).   

Lack of confidence in existing rules, supervision and enforcement are among the key reasons for the local stock market’s continued lackluster performance, as recently reiterated by K. Pichai, Thai Finance Minister on March 27th.

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".   

May 22 2025:  Both Thailand and China are at record-low interest rate levels...contrast this to higher US bond yields, which so makes it much tougher to justify US still historical high stock valuations. This reality along with a falling US$ (de-dollarization) currency, should give US-centric fund managers to re-think their "stubborn" US bull buy the correction" obsession.  Horror US Govt. budget deficits is "the Elephant in...

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A good mail received & appreciated -and how I answer.

Here is a good summary on the state of affairs at least as how I see it -by how I answer a welcomed letter from a long follower.

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US stock over bulls. Africa emerging. China beating in performance.

US stock over-bulls and keep patting themselves on the back.  Africa is emerging. China beating in performance as I here foresaw.

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An interim update. Quality companies with high dividends.

Here is an interim update. Quality companies with ultra high dividends was/is the right place to be if you are in Thailand as a longer term investor. While US stocks took a tumble as here sensed. Accumulate China ETF stocks, is in place since early 2024.  A global de-dollarization is...

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Trust is a key factor in determining how well a country excels, or not, also on how stocks are valuated.

In a book called "Trust”, by Francis Fukuyama 1995 it is well documented how trust in governments (and companies) is a/the key factor in determining how well a country excels, or not, on so many different levels....and how its stocks are valuated.

Trust in the US...

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US stocks -more then just a correction. The World beyond dominant USA.

The World is changing beyond dominant USA. This is the biggest change in a long time (maybe our lifetime) and will force global mega investors and others, to look beyond now peaked, USA stocks in my view.

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