Industry, Economic, General SET

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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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The value investor here remains stubborn and determined.

Submitted by PaulRen on Sun, 11/03/2012 - 3:50am

Here are some thoughts into the new week along with an idea revisited.  If people are not always coherent and suffer from many biases then so do markets which then are equally not efficient nor always rational.

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Inherent conflicts of interest. The villain of our times.

Submitted by PaulRen on Sun, 12/02/2012 - 4:57am

Beware of hidden biases which then tilts some in not telling you the whole story or worse make-up or twist realities, only so to financially or otherwise benefit from that.  That is the very definition what a professional should not do. Yet this seems ever more rampant in this day and age.

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