Industry, Economic, General SET

PaulRen's picture

The world fastest recession changed into a new bull market?

Submitted by PaulRen on Tue, 08/09/2009 - 2:38am

On the coming further and likely faster US$ weakening. Currency trading is an opt out to me as the SET further charges ahead on strong money inflows likely to continue.  A short review on just some of our choices. 

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MAI vs. SET index, why is the MAI lagging?

Submitted by PaulRen on Mon, 31/08/2009 - 3:36am

Here I present my viewpoints as to why the MAI index has lagged year-to-date the large cap dominated SET index.  Surely the past 12 months have been a most unusual time in the investment business, due to the western induced financial crisis.

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MAI exchange fair stock valuation, vs. just profitable operations.

Submitted by PaulRen on Mon, 17/08/2009 - 3:21am

The MAI index is lagging -and this for months already. Yet as stated I believe things will change soon and so its turn will come.  Below is how I just wrote the MAI president on this. Yes, its a survival of the species thing.

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MAI index much lagging the large cap SET index. Why?

Submitted by PaulRen on Fri, 14/08/2009 - 3:03am

The surge of foreign money has been the dominant reason for the SET recovery year to date and so far smaller cap MAI listed stocks have lagged. Is this a concern?  I welcome all comments and here share my own.

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High yielding securities in a low interest rate environment.

Submitted by PaulRen on Tue, 14/07/2009 - 2:39am

Individual investors tend to be trend followers rather then good forecasters.  They are momentum investors rather then rational longer term value investors.  Today among the best investor themes are high yielding securities in a low interest rates era, while awaiting the upturn.

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SET exchange and brokers need reform.

Submitted by PaulRen on Sat, 27/06/2009 - 4:11am

Recently the Thai finance minister has been in the news a few times wanting to reform the SET exchange -and so the capital markets.  Rightly so. 

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Mid year reflections. Tolerating crisis.

Submitted by PaulRen on Wed, 03/06/2009 - 3:19am

Tolerating chaos along with conviction leading to good results. If you want order, dont' invest in stocks. We are not out of the mess yet, but getting there.

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Thai political turmoil discount should now be reduced.

Submitted by PaulRen on Wed, 15/04/2009 - 12:57pm

All countries have their own issues, problems and strengths.  In Thailand's case the political turmoil discount given for long, should post the events of the past few days, now begin to narrow.  As the political landscape just turned much better.

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Individual investing in still Emerging Asia has its advantages.

Submitted by PaulRen on Mon, 30/03/2009 - 9:43am

What all investors in the developed world should know about investing in Emerging Asia. The ABC's of do's and do not's, as seen from an individual investor point of view.

For US/EU/JAPAN residents it now makes more sense then ever in having a direct broker relationship in emerging Asia. Emerging Asia should recover...

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