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.
The past couple of months have been daring to say the least. The big mistake was to walk away and not pick up some true investor bargains. Today I reflect some on this volatile period along with comments on valuation.
All mutual and other institutional funds have a real handicap -yet this is rarely if ever explained. Here today I do so to compliment the just previous member posted article here; which proves smaller cap's outperform and then some, over time.
Many Thai stocks -as I here argue and demonstrate- are at superb if not record low valuation levels. This as viewed from the rational investor stand point. Unless the town burns down value stocks on the SET have to be a...
So called Thai property and infrastructure funds can & should have broad appeal to Thai savers which want higher dividend income, diversity and relative stability of principal.
Yet neither the brokers nor the press give them enough attention.
