September looks like it will end just as it started, on a high note. It was a good month to take off and reflect from afar while enjoying some art of the historic and culture kind.
Select market reflections post the nice run up in August. "Cash is not trash". Be cautious not to trade in a horse for a donkey. Bloomberg should wake up beyond EA.
I viewed to remain fully invested year to date. Now at mid year and with the SET nearing 1500 into July, its time to reassess and take a bit more sanguine view. Medium term investors can ride it through.
The risk going forward is bubbly USA and a possible temporary liquidity crunch coming there in the 3rd Q. The market and interest rate positive is that this will only prolong the attractiveness for financial assets into next year 2015....
Why has the Thai Baht not weakened more among all the political mess of late? Why has inflation here -as around most of the world- not been higher despite so many guru's saying for years that its just around the corner.
