Industry, Economic, General SET

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Stand off ends, turmoil and fires in Bangkok.

Submitted by PaulRen on Thu, 20/05/2010 - 4:03am

While the stand off ends, an investor positive event, there is turmoil and fires in Bangkok. An understandable aftershock -as some of the surrenders want to 'burn the fort' on their way out.  I remain select positive and refuse to exit when there is blood in the streets.

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Ah those commodity bulls..

Submitted by PaulRen on Wed, 19/05/2010 - 5:07am

I wonder what would happen to me today if I too got rid of my Baht currency and moved into EU currency?  This as so many advocated a year ago and before.  Will commodities rise if the EU's economies start slowing down again.

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Reminiscence of a Thai stock investor.

Submitted by PaulRen on Tue, 18/05/2010 - 2:58am

While I have been wrong at times but in the end, overall superior performance leads the way here.  Investing is like a contruction site, messy and late and full of issues and concerns..but in the end it gets done and a new building is errected.  In our case new wealth is created...

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The MAI keeps lagging the SET but not my performance.

Submitted by PaulRen on Thu, 06/05/2010 - 8:11am

The MAI index has lagged vs. the SET, but not the performance here. I ask some questions again why this remains so a year later.  While also re-affirming my stated investor objective and theme. This resulting often in lower price volatility besides higher percentage returns.

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Why Thai Baht currency strenght.

Submitted by PaulRen on Sun, 25/04/2010 - 5:15am

This question on why the Thai Baht has remained strong recently as in the past few years has been a good question to ponder. Surely, the Baht currency keeps the bears wondering. Here are my shot on some of the reasons for this.

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The "incomplete" Investment Guide to Thailand.

Submitted by PaulRen on Sat, 17/04/2010 - 2:15am

Book review on Your investment Guide to Thailand.  Here is a summary of a master review I did for our members a few weeks ago.

This is a timely and unique...

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The Incomplete Investor Guide.

Submitted by PaulRen on Thu, 15/04/2010 - 7:09pm

Here is part 3 of the "Your investment Guide to Thailand" book,  reviewed.  I hope this is the last of my articles on that -as we here got better things to attend to, that is investor wise.

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Low beta stocks have their merrits.

Submitted by PaulRen on Tue, 13/04/2010 - 6:19am

Members at Thaistocks.com participate in an active member Forum, monitored daily by myself.   Here is a most recent example of postings, this just after the political violent rising of April 10/11.  We do not engage in political comments here, only added value insights as it pertains to responsible Thai...

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Incomplete Investment Guide to Thailand. Part 2.

Submitted by PaulRen on Tue, 30/03/2010 - 8:23pm

A book review on “Your Investment Guide to Thailand”,  timely but unfortunately incomplete and with mistakes. Today, part 2, I dig deeper into the chapter 9, on "Investing in Thai Equities".

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