Industry, Economic, General SET

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Beginning of the middle income Transition.

Submitted by PaulRen on Sun, 11/09/2011 - 8:46am

Thailand is at the beginning of the middle income Transition. A concept well known to developing country economists.  It means rising consumption and domestic generated organic growth, instead of relying mostly on exports and other external factors like tourism.  This change has important implication for us investors.

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Graphs never tell the whole story.

Submitted by PaulRen on Mon, 22/08/2011 - 8:56am

Stock graphs are somewhat important on the SET as the market here is sentiment driven and many locals trade based on momentum and graphs.  Meaning catching a stock which is moving already or where the graph confirms a brake out.

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Investor behavioral biases.

Submitted by PaulRen on Sun, 14/08/2011 - 10:21am

Individual Investors all over are susceptible to behavioral biases which most are not even aware of.

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Bualuang display ad not to be renewed.

Submitted by PaulRen on Sat, 13/08/2011 - 6:27am

Broker customer complaints must be answered by management. Spreading of wrong information by analysts is highly unprofessional to say the least.

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Navigating in high waters.

Submitted by PaulRen on Tue, 02/08/2011 - 8:40am

As the SET is flirting with a 15 year old high of recent we must navigate more cautiously.  Here I mention a new idea to consider.  Taking profits is never a way to loose money.

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Spectrum takes the lenses off.

Submitted by PaulRen on Sun, 10/07/2011 - 9:47am

Bangkok Post's 'Spectrum', takes its lenses off by allowing to publish the same one sided views to its readers week after week. 

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Australia ever more dependent on China./Phuket Condo.

Submitted by PaulRen on Sun, 22/05/2011 - 5:33am

The Aussi Dollar is buoyant recently in good part because of the strength of the Chinese economy.  Exports to China from Australia more then doubled in the past 3 years.  The fortunes of China’s economy will now loom as a major risk factor for Australia. 

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Stock Investor and retirement choice comments.

Submitted by PaulRen on Thu, 05/05/2011 - 4:37am

Today being a national holiday, I reflect on a few investor comments of the stock and retirement choice type.  I took a portfolio choice nice profit of late -but remain bullish.

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The 5th Annual Euromoney Thailand Investment Forum

Submitted by PaulRen on Sun, 27/03/2011 - 9:16am

On March 21 & 22 2011, I attended this 2 day yearly event:  The 5th Annual Euromoney Thailand Investment Forum "Continued Growth in Uncertain Times".     Here today is my report for you.

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