Industry, Economic, General SET

paulren's picture

Nobody is as smart as all of us -but not on the SET.

The wake-up call from the US which so few saw coming as they were too close or too biased for all the right or wrong reasons.

Members here know I called the US likely D. Trump victory pretty much since the start of this year. Not because...

paulren's picture

An eventful week. I bow my head.

Anatomy on picking a mkt. bottom, or more like Thai confidence among the markets major reversal last week.  Humbly so, I just seems I was the grave dancer above the moribund consensus.

Last week was an eventful one in Thailand –in the most major...

paulren's picture

On this market latest jolt, what to bargain-hunt invest in?

The Thai stock market suddenly took a tumble, or a jolt as I lately warned could happen.

My view, as long term investor, is to endure the current latest market disorder and if you can focus/buy my new pruned list of growth stocks...

paulren's picture

Volatility, risks and rates of returns on solid picks holding up.

The new normal of sudden setbacks with strong stock picks outperforming.   Industry comments, short updates on select stocks.

Yesterday September 5th the SET endured another market jolt, the previous one being when the BREXIT event occurred a couple of months ago.  This as I have warned here will be increasing...

paulren's picture

SET at 1500, glad I hung in there.


With the SET piercing 1500 today I for one am glad the biggest mistake was here avoided.

Far more than picking the right stocks overall, it was paramount to just hang in there with patience earlier this year and through the months since. ...

paulren's picture

US financialization gone amiss.


Shortcomings of the West, an example of financialization gone haywire.

Western governments of developed countries like to point out its viewed dire shortcomings of developing countries like high traffic accident/deaths, human rights abuses or not following their view of how a democracy should...

paulren's picture

The slow recovery has likely started.

Be patient while resilient with a two fold strategy compromising of tolerating DEMCO -and the rest which as a group makes-up far more.  Then, accepting a 1-2 year time horizon.  It is what it is and here is, as I  see it, the investor strategy looking forward.

paulren's picture

The rise back of markets from the fear-mongered near abyss at NewYear.

The rise back of markets with the SET among the global leaders sor far, this from the abyss at NewYear.  Time will tell, but a dire mistake in viewing selling was avoided here.

As we get into the final weeks of the 1st Quarter 2016, we know...

paulren's picture

In contrast to others -Thailand acting better.

Have you noticed some divergence in the making.

While most stock markets around the world re-tested recent lows last week, in so today the 2016 new year looking worse.  Yet, the Thai SET index has in just recent weeks held up better with many stocks...