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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.

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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                                            is about value & rational investing since 1997.    "Integrity is my competitive advantage".
           April 30 2021, marked the 24th anniversary of The so longest continuously & original running web site in Thailand.  Delighted how for over 2 decades I here helped many in becoming more knowledgeable & responsible Thai stock investors -while often demonstrated in creating superior investor returns -as the long track record here shows.   We are not investment-financial advisors/nor fund managers -just publishers of unbiased, experienced & professional viewpoints.  

There are many things which are a bit off in the Thai stock market and Thai brokers are overall just average, as are their picks which can at times be way off.  In stock markets this is a real advantage as it often means mis-pricings to take advantage of!  In the US market its far more difficult as there are many good brokers besides ample smart investors there....and so its very difficult to beat them. But not here.  Also US stocks are likely now overvalued. Its unfortunate that many expats and others do not grasp this and just assume things in life which could be far better -are often best



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