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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.
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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.
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PaulRen's picture

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

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. 
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 at this site since 1997, make regular added added value unbiased comments.   (See latest articles below).    

I've been analyzing Thai stocks, full time, for over 3 decades... here have the highest so called "yield gap" anywhere along with a very firm currency.  Meaning, inflation is 0% (the world's lowest) while Thai banks barely pay 0.3% interest on their 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.

But you would never know about this reading conventional biz news.  All along, the Thai Baht currency is among the world's strongest -on par with the ultra-strong Swiss Frank over the past fiscal year.   November 3rd 2025. 

 November 8th 2025:   One can follow Thai IPO's post listing performance mkt. price at...

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