Industry, Economic, General SET

PaulRen's picture

Intelligent Investors Choices.

Investors get intelligence. Look beyond index funds and find smaller "jewels in the rough".  Too man are largely artificially undervalued.  ETF funds are growing around the world alike pollution, distorting markets to the detriment of the mighty important smaller companies.

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Growth explodes valuation. A mid year min-review.

Why high earnings growth mandates even much higher valuation.  Also, a half year recap on some selections I am just now focussed on.  The SET is likely to remain upbeat.

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Where are the next global risks?

Investor mistakes are likely as important as investor success. As its the total of both which make for superior longer term performance.  Today I ask myself again beyond the EU and US, where are likely the next global risks emerging.

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The next bubble in the making is here.

We should ask ourselves, if all this accommodative global monetary easing so prevalent in the developed world is not re-igniting much their economies, nor producing much inflation for now,  where then is all this new liquidity going?

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Globe trotting while sticking with winners.

On emerging markets reviewed in an important new book on this. What ever happened to the commodities super cycle so many wrote about?  A slowdown here at best will have major repercussions.

A brief book review and then some around the World's emerging markets trying to find the next winner along...

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Emerging markets slowing down. Hidding out in my choices.

Reminiscing along the winning concepts/choices during troubled times.  I remain SET bullish but even more so upbeat on my core choices.

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Wolves in the background creeping up for another assault?

Risks of now sun shine, before a next set back.  The value investor looks at stocks as a way to longer term rational risk adjusted savings.

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The Thai SEC is shaking up the brokers.

Today the SEC is in the news mandating welcome changes by the Thai brokers. We should all be delighted, as if/when this happens we will get what all of you want more: good value investor ideas beyond just the same expensive large cap.s.

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Reminiscence of a Thai stock Value Investor.

An informal conversation about Thai peculiar investing, us members, some strategy and one new stock idea.  We are all in this together -and so lets stick together.

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