Industry, Economic, General SET

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Bull vs. Bear.

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.

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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On short term cash management.

Cash is one form of prudent asset allocation to have a cushion if there is a meaningful set back, or unexpected and/or near future needs.  "Keeping some powder" dry principle.  Here I describe how through the Thai banks one can increase baht %...

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Thai market remains buoyant for some good reasons.

The Thai market remains buoyant.  Part 2. While short mean sell-offs are natural and healthy events, my view remains that the SET in not a bubble, not yet.

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Thai market remains boyant -yet shows some signs of tiring.

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.

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On averages and other fallacies the masses are entrapped in.

Ah.. those averages and other fallacies the masses are entrapped believing in.

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The juggling act to continued superior performance.

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.

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Mid Year Review. Where to park some profits.

Reassessment and re-grouping after a formidable SET run up which was 2.7 times surpassed by my latest documented all along, model portfolio now ended.

Risks increasingly brewing from a...

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A Mid Year Re-assessment.

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. 

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