Introduction Topics

PaulRen's picture

Hiding it out investor-wise, in Thai niche companies. With No correlation.

With the Putin assault/war going on in Ukraine and all that devastation and sorrow there, glad to be hiding-out investor-wise in Thai niche companies.

Have most of you noticed with this new war tragedy now, just about no news-media talks about covit-19 anymore.  Vs. up until exactly 4 weeks ago -it...

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On SET market correlation. What it may mean.

On SET market correlation. What it may mean when a stock moves closely with the SET index, or not.

It worth noting how PPM of late seems to move closely with the overall market. I.e. if the SET corrects, so does PPM -and visa versa.  There...

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Post Ukraine/Russia crisis -hang in there.

Post Ukraine/Russia tragedy. Longer term investors hang in there.

I am not likely to make any changes to my investor outlook or model portfolio, post the Ukraine/Russian fall out.  I duly note how the US market sold off nearly 900 points at the opening, only to...

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Thai market likely more resilient to US % rate rises and Ukraine stand off.

Thai stock market lasting reaction to US interest rate increases besides Russia/Ukraine standoff, like to be less severe.

For some time I have warned people privately and here on the over-hyped US tech stocks. Their glorious upward trend was finally broken as the NY 2022 started. It obviously...

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Big Investors are starting to shift toward SE Asia.

The investor winds are shifting toward SE Asia.

Lots of different people and investors ask:  why an increase, to yet still very low interest rates, is such a big deal?  Well, as a doubling of the level of US interest rates, means a doubling of all...

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Year 2022 will mark the end of low inflation & ultra low interest rates era.

Time are changing to a recovering Thai economy next year but along with that, new headwinds of higher interest/inflation in time.

I am proud to say, I here predicted often, how low interest rates would prevail and be positive for stocks.  But that low interest rates' era, over a...

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Lots of investors think stocks should be rationally analyzed...

Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.

Lots of investors think stocks should be...

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Thailand, it’s a very different investor scenario. "The movie in reverse".

The pandemic numbers here seem to be getting a bit better, while at the same time the market did not breakdown before -as many feared.  Time will tell.

With the SET benchmark index back at 1600, a major resistance point, one has to wonder will it, on...

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Observations from a long time professional investor.

Observations from a long time/real time, professional investor.

In Thailand, I think more then elsewhere, there are lots of engineers and doctors -which is great. But for the most part these often do not make good stock market investors. This I've observed again and again over my entire 40 year...

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