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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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Introduction

                                                     Thaistocks.com is about value & rational investing since 1997. 
            April 30 2021, marked the 24th anniversary of Thaistocks.com which is the oldest continuously & original running web site in Thailand.  Delighted that for over 2 decades I helped many in becoming more knowledgeable & responsible investors -while often helped these create 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.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE".  

 

Since April 30 1997, I have full time and with passion delivered professional, objective, unbiased Thai stock market investor opinions & views.  Creating substantial new wealth over time. Visited in person over 150 CFO/CEO's of Thai listed companies. Then wrote company visit reports-views & pictures for contributing members  which most all renew year after year.  Members benefit to better stock market direct investing knowledge & to superior investor returns over time.  The long record shows this through regularly published model portfolios.  Fully documented latest investor returns, see this link (first register as a free...

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