Industry, Economic, General SET

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Thailand in the middle of a massive economic shift.

Submitted by PaulRen on Mon, 14/12/2009 - 3:36am

The biggest winner of globalization has been East Asia -and China in particular. Today its clear that the western induced financial crisis is only accelerating the economic shift to Asia. Thailand is in between China and India, two of the world’s leading new emerging economies.  Take a longer term view even...

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An eventful year coming to an end.

Submitted by PaulRen on Fri, 04/12/2009 - 5:48am

As this year comes to a close here are some comments I want to share with my members.  A bit of a review and moving forward with still a bullish tone.  Taking some profits into the 4th Q as advocated, but not turning bearish.

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SET should move-up with Thai politics calming down.

Submitted by PaulRen on Sun, 29/11/2009 - 9:16am

The next couple of weeks or so will be most interesting as the opposition strong hold may well be running out of money as an important Thai cout case gets decided.  My view is it that is will go against him as there is just too much credible evidence at hand.  Of...

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Risks ever so exagerated by the Western dominated press.

Submitted by PaulRen on Mon, 23/11/2009 - 2:50am

The US$ is now on the “Chinese life support system.  China and India are now the unquestionable 2 economic power players -post the US induced financial crisis of 2007 to 2009.  If you took a map of Asia and then inverted it, comparing it with Europe, Thailand would so look...

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Uncertainty in Thailand overblown.

Submitted by PaulRen on Thu, 19/11/2009 - 2:38am

On the uncertainty in Thailand most often quietly mentioned.  Here is how I just answered a US newsletter on that.

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We have an active member only lounge./ Example posting.

Submitted by PaulRen on Fri, 13/11/2009 - 7:42am

While much material is here posted for free, our member forum besides our most recent articles is reserved for members only.  Here is an example of a recent posting -and how I answered.

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Thai stocks lack of rationality at times does not mean lack of returns.

Submitted by PaulRen on Mon, 09/11/2009 - 2:19am

It remains a high challenge and at times a crazy exercise in trying to make some sense around Thai stocks -and its 2 exchanges,  ah…le SET and that MAI.  Yet, its been a road to long term superior returns.

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Colliding interests at times by the media, banks and brokers.

Submitted by PaulRen on Mon, 02/11/2009 - 2:26am

What is in the interest and value to investors, may often not be the same to financial institutions and the media, as I here show with some evidence.  Investors wake up and beware.

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Trust and integrity key to higher participation in the SET/MAI.

Submitted by PaulRen on Mon, 26/10/2009 - 3:06am

In economic transactions and in stock markets in particular, trust in the integrity of market players, brokers and institutions are the key.  The SET/MAI exchanges should hear and act to the long wake-up call of what is needed in getting more people to consider stocks as a form...

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