Industry, Economic, General SET

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Riding the Bull. The big views.

Submitted by PaulRen on Mon, 26/01/2015 - 6:29pm

Here is an update viewed from a distance -with perspective. The SET is now a liquidity driven market were some larger cap stocks may well catch up to the long smaller cap stars. Ample liquidity besides recovering Thai economy along with reforms, lower oil prices and large infrastructure spending...

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Reflections, as this year comes to a close. Part 2

Submitted by PaulRen on Wed, 17/12/2014 - 12:04am

A year end e-mail/letter I just send to all registered Members early this morning -and so post it as the latest member article here as well.

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Reflections, as this year comes to a close.

Submitted by PaulRen on Tue, 09/12/2014 - 4:59am

Is it time to walk away from the SET and count one's yearly good gains to date, or is the message "never short a dull market",  as its been SET dull ever since late September 2014.   Here I try to add some perspective on my...

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Hang in there & move forward, contrast those others.

Submitted by PaulRen on Wed, 03/12/2014 - 9:53am

A turbulent week for us. But we move forward with good information and so conviction. The world over it seems: Hedge funds are closing shop in record numbers. 

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Is Thailand running out of natural gas all that alarming?

Submitted by PaulRen on Sun, 23/11/2014 - 4:54am

Here I just ask the question if in the next 5 years natural gas will be replaced by huge imports from the US, via LNG?

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Chinese/Thai Rail Mega Projects look increasingly likely.

Submitted by PaulRen on Sun, 16/11/2014 - 10:00am

The mega Chinese/Thai Rail project looks increasingly likely and we must all monitor any developments on that as its huge and some SET listed companies will benefit in a big way. 

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Watch interest rates, as this is the next catalyst. / Member lounge postings.

Submitted by PaulRen on Thu, 06/11/2014 - 9:01am

Going forward: The catalyst will be the behavior of interest rates.  Besides, regular postings in our member lounge for short but valuable tit-bits of timely actionable investor added value insights, as well as comments of general interest.  As none of us is as smart as all of us.

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Bull vs. Bear.

Submitted by PaulRen on Tue, 21/10/2014 - 3:54am

We are now at an important crossroad. Will the bulls or bears take the lead? I here restate my own view.

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October Reflections/Investor follies.

Submitted by PaulRen on Sun, 12/10/2014 - 6:31am

October Reflections.  And how "Right understanding" is crucial in so many aspects in our lives; distorting can reign often to our detriment.  Here I show some examples in the investor management business.

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