Industry, Economic, General SET

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Market cautious in the short term in place.

Submitted by PaulRen on Sat, 17/07/2010 - 3:18pm

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.

Submitted by PaulRen on Sat, 29/05/2010 - 3:55am

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.

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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