Industry, Economic, General SET

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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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An Abundance of Failed Predictions, Part 2.

Submitted by PaulRen on Sun, 27/03/2011 - 4:29am

We must all ask ourselves: what are the wise telling us in big books today, what will equally turn out to be dead wrong?  An example from the late 1980's, when I was back then the most succesfull broker at Morgan Stanley's Chicago, USA office.

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An Abundance of Failed Predictions.

Submitted by PaulRen on Thu, 24/03/2011 - 9:51am

"I can calculate the movement of stars, but not the madness of Men".  Sir Isaac Newton.   Uncertainty is an ineradicable fact of existence.

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Precious Metals vs. good Thai stocks.

Submitted by PaulRen on Thu, 17/03/2011 - 3:31am

Many astute investors the world over keep telling us that precious metals remains the place to be in times of increasingly Central Bank's irresponsibility.  But Thailand is a special case and their central bank is, well rather highly responsible.

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Real stocks & real returns, for real people.

Submitted by PaulRen on Sat, 19/02/2011 - 9:59am

Here I go again huffing and puffing at the Western "civil financial society" which dares to still acclaim -if not behave- as if they are the more developed culture as viewed from an financial markets investor point of view.

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Revenge of the Individual Investor II.

Submitted by PaulRen on Thu, 27/01/2011 - 3:54am

Revenge of the Individual Investor, part 2.  A real case just witnessed.

Just look at IVL, a SET 50 big cap which rocketed from 25 last August, to 60 in early December, only to now be down 38% since then.. burrr.. Glad I stayed away from that roller...

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