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.
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.
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?
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...
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.
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.
As economists and others have noted, the middle income trap is a serious risk for Thailand. But few speak/write abou the middle income savings trap, as its equally important and out of balance.
