Industry, Economic, General SET

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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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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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