^{The Thai stock exchange offers some of the highest so called "yield-gap" stocks -anywhere in the world!  But its very distorted by just a very few stocks, most notably DELTA, getting all the action. Take a look here:}

March 24, as just one example was a recovery day on the SET, so lets look at some numbers:

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...