Industry, Economic, General SET

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Where are the next global risks?

Submitted by PaulRen on Sun, 24/06/2012 - 4:54am

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.

Submitted by PaulRen on Mon, 18/06/2012 - 10:47pm

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.

Submitted by PaulRen on Fri, 08/06/2012 - 3:58am

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.

Submitted by PaulRen on Fri, 01/06/2012 - 3:46am

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?

Submitted by PaulRen on Wed, 18/04/2012 - 4:06am

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.

Submitted by PaulRen on Fri, 06/04/2012 - 9:51am

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.

Submitted by PaulRen on Sat, 31/03/2012 - 9:51am

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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Thai Middle Income Savings Trap.

Submitted by PaulRen on Thu, 22/03/2012 - 8:09am

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.

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Thai brokers lack on reporting of dividends.

Submitted by PaulRen on Sat, 17/03/2012 - 2:50am

Thai brokers badly need to re-invent themselves to individual investors.  This so in becoming new wealth creators, vs. just transaction/trading biased. Individual investors simply do not need the liquidity requirement institutions mandate, so why pay-up for something you don't need?

Here smaller capitalized shares usually pay far higher yearly cash dividends then...

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