Industry, Economic, General SET

PaulRen's picture

High financial leverage and so stuck in a low growth rut.

Submitted by PaulRen on Mon, 09/12/2013 - 8:01am

Political changes are coming to Thailand and if this takes hold a new better more professional government may well emerge. In the meantime the West just keeps muddling along, likely for some years more.

PaulRen's picture

SET market malaise likely to continue for a while.

Submitted by PaulRen on Thu, 24/10/2013 - 4:30am

The view remains to just sit tight which is consistent with the long term stated investor objective.  Market malaise is meant to discredit the impatient.

PaulRen's picture

There is unity in opposites.

Submitted by PaulRen on Sun, 22/09/2013 - 9:24pm

The market in Thailand turned violent only to then come back with a vengeance as I sensed they would.  I walked away for some introspection. 

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Responsible way of investor professionalism

Submitted by PaulRen on Thu, 05/09/2013 - 8:39am

Rumor driven speculative action are for amateurs -or worse. They are suspect and frowned upon here. If any member hears news on one of our stocks which seems to have substance and be legit its OK to share, but must always be dealt with a grain of salt.

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Seeing the wisdom of nondoing.

Submitted by PaulRen on Tue, 27/08/2013 - 4:00am

A time to step back and take a brake in order to see the wisdom of non-doing. Action is not the only way to success.  Hannibal the war hero succumbed in the end to his opponents in-action. 

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On Thai brokerage dealings.

Submitted by PaulRen on Mon, 12/08/2013 - 5:41am

Beware of lame brokers which are more interested in commissions then in creating good investor returns. Churn and often Burn.  The Thai brokerage industry here leaves allot to be desired.

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Warnings on Thai based Expat Financial Advisers.

Submitted by PaulRen on Mon, 05/08/2013 - 4:42am

Expat financial advisers are around -and you better be careful. Some may be good many are evidently not.  These may confuse you -or worse. Over the years I here got...

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Mid year reflections 2013.

Submitted by PaulRen on Sun, 07/07/2013 - 8:30am

The US economy is coming back to counterbalance any China slowdown. Gold and silver are out of favor. Don't confuse the BRICS with the rest....

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Accumulate & keep the values for long term gains.

Submitted by PaulRen on Wed, 12/06/2013 - 1:35pm

These institutional boys and girls can repatriate their capital with a click, but not the good earnings of so many Thai stocks.  The wave of heard thinking for now dominates the mega institutional foreign investor theme, but not the local earnings fundementals.  Its a rare opportunity to get...

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