Essential rare commodities in nearly all of the new green technologies are held by China and China now just about controls solar panels' manufacturing. They can and will undercut prices on these, anywhere.
Trading volume in Thai stocks is often mentioned as a concern which frightens novice investors. But is it, should it? Large investors want everybody to believe we have the same restrictions as they do. But we don't.
Post mid year reflections and excited to be back from a shortened holiday. Here are some reasons why the SET has remained buoyant despite its rise of late. Then keeping you valued members posted on my determined way forward -to all our benefit.
I remain of the view its wise to have/raise some cash on hand and be prepared for a pull back. I am not turning Thai stock bearish, just keep a more cautious view in the short term.
Comparative country investor advantages and concerns/disadvantages is always about fairly balancing the two objectively. Not by ignoring some, while then over exaggerating others just because another country does not have these. Yet this habit seems so prevalent..
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.
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.
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...
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.