External Research

paulren's picture

Solid up to date evidence and then some.

Here is the quantitative evidence/proof, on what I have been writting and talking about here for over 15 years. Incredible returns are to be gained through individual rational value investing in Thailand.

paulren's picture

Emerging Markets Conundrum

Emerging Markets Conundrum. Here is a report from New York showing more evidence on how large cap's,  so often distort total market peformance in emerging markets.

paulren's picture

Smaller Cap Thai stocks outperform -the evidence.

Continued solid evidence on smaller cap" s superior performance. Third quarterly update.

paulren's picture

Solid evidence on smaller cap’s superior performance. Quarterly Update.

Here is the solid evidence on how smaller and mid capitalized stocks regularly outpeform the SET index, and this by a large amount! You can so see here the proof on what I have been saying since 1997. Second Quarterly update.

paulren's picture

Solid evidence on smaller cap’s superior performance.

Here is the solid evidence on how smaller and mid cap. stocks regularly outpeform the SET index, and this by a large amount!   You can so see here proof on what I have been saying since 1997.