PaulRen's picture

China's coming QE/Thai Renewable Energy

August 31 2015

In recent years there has been a virtual boom in renewable energy in Thailand.  Select companies' stock in this sector have tripled and more since say year 2012, surpassing the local index change by a huge margin.  But neither the EFT's nor Quant's would have picked these up,  as they came from basically nowhere. Thailand is the leader in renewable energy but none of the leading firms in this sector are so called large cap stocks, so they get all but ignored by the institutions.. to their peril.

August 25 2015.

In past years stock investors around the world have learned to be bullish on equities fueled by massive QE, first in the US, then in Japan and Europe. Today we know it was foolish to go against that mega-trend.  Ie. "Don't fight the Fed".  An old Wall Street saying.

China is now going on a massive EQ, or Equity QEasing.  Where it will reflate stock prices through massive EQeasing.  Will it so now be equally foolish to fight that trend by being China stocks bearish, at this point?  I tend to think so.  Let the bearish view ponder over this.

Paul A. Renaud.
PaulRen's picture

Introduction is about value & rational investing since 1997 and  April 30 '23, marked the 26th anniversary.  The longest continuously running web site in ThailandFor over a quarter-of-a-century here bring knowledgeable & responsible Thai stocks investor acumen -while often creating superior investor returns  Here I publish my own view points.  We are not investment-financial advisors/nor fund managers -just publishers of unbiased, experienced & professional viewpoints with over 30 years of experience.       "Integrity has always been my competitive advantage". 

Here is the link to my very last Thai stock company article, viewpoint:   
"Your only as good as your last movie", an old rogue Hollywood saying.
I predict a soft landing for Thailand in 2023 and growth seems to be accelerating of late -with no Bank fall outs!   Its been correctly pointed out that there is much speculative activity on and around Thai stocks.  But this is not all bad as it so also means there are investor-bargains to be had which then artificially ignored. Yet pay very high current dividends.  Yet into May, DELTA stock, a much speculated overvalued stock here fo many months, finally price collapsed.  
Quality & long established listed companies which yield 6-7%...


Subscribe to RSS - blogs