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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.
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We are not an investment-financial advisors/nor fund managers, just publishers of unbiased & experienced/professional viewpoints.  "INTEGRITY IS MY COMPETITIVE ADVANTAGE". is an intelligent investment club delivering unbiased, objective & professional viewpoints full time, since 1997.  Through this media since April 1997, I have shared proprietary professional viewpoints, articles, over 100 in-person company interviews with managing directors.  Here is added value investor intelligence on all aspects to successful long term investing.  In early 2017 I turned increasingly Thai stocks frustrated -and so bearish.  But the massive SET drop of in mid March, was a "game changer"! 

May 22th, 2020.  After turning max. bullish in mid March (see just below) now with the SET up some 30% since, I have today turned more cautious not least due to broad earnings downgrades starting in the...


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