Industry, Economic, General SET

PaulRen's picture

Exploding fund business -with high fees.

The fund business keeps exploding -and these guys would like all us individual investors to belive its the only right way to go about investing in stocks.  To the masses average returns is good enough, but not to me.

PaulRen's picture

Stock boyancy continues and so do my views.

Stock buoyancy continues as I here wrote again and again should be the asset of preference. Some reflections as the 3rd Q. comes to an end.

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My favorites re-stated while taking a step back.

Ever so often it’s a good idea to step back a bit, let things evolve, and not worry to much. Nor try too much!  I think we are at this stage now.

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Rare Earths more then Oil holds the green future.

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.

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Trading volume and investor strategy

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.

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Post mid year reflections -way forward for us.

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.

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Market cautious in the short term in place.

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.

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Bangkok unrest fails to dim strong exports and other upbeat economic indicators.

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..

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Stand off ends, turmoil and fires in Bangkok.

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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