Industry, Economic, General SET

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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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Yields, growth rates and market price volatility

Submitted by PaulRen on Thu, 26/03/2009 - 7:41am

Higher growth and dividend yields besides offsetting correlations to the Thai SET index.  On higher dividend yields, higher growth rates and lower market price volatility, value picks in the smaller caps sector by far beat the rest over time.

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A pure play in the coming boom of green/clean investments.

Submitted by PaulRen on Fri, 13/03/2009 - 8:18am

Post this global recession, huge amounts of new capital, both government and private, will be seeking out firms which are part of the global pollution solution, not part of the problem.  

As post saving the financial/banking system, it will be saving the planet.

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Limitations on oder SET/MAI entries.

Submitted by PaulRen on Tue, 10/02/2009 - 2:48am

Lack of automatic stop loss orders and other such tools in executing buy/sell orders here remains a limitation, especially for traders.  And so called manual mental stop loss orders are no substitute!

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An easy answer to a long asked question here.

Submitted by PaulRen on Mon, 01/12/2008 - 2:09am

I for one have some hope and remain upbeat, that things are changing for the better, just as they are in many other places of the world. Short term pain for long term gain.  As higher trust through a more rule abiding society leads to higher valuations.

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What does the most expensive investment newsletter now advise?

Submitted by PaulRen on Mon, 17/11/2008 - 9:57am

The recent robust nature of Asian emerging markets (especially China & Thailand ) countries balance sheets gives them big if not huge agility/ability to stimulate internal consumption and investments should they need to.  Due to this along with their long term good prospects, Emerging markets in Asia are now favorably viewed.

 

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Low Debt to Equity ratios on the SET/MAI.

Submitted by PaulRen on Tue, 21/10/2008 - 3:01am

Just how underleveraged are stocks in Thailand?  I found out for us -and here is the simple graph/evidence.

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