Industry, Economic, General SET

paulren's picture

2015 Year-End Reflections.

After a pretty good start 2015 -its ending rather dismal, to say the least.

I make no excuses it was one of the worst few months investor wise in the history of this web site, that is performance wise.  Not just for my viewed...

paulren's picture

Sometime I feel like I am holding up the world.

The Thai market remains defensive and so scared, an excuse to do nothing.  My view, not withstanding here below, mentioned again.  Presently is an opportunity to new investors to accumulate investor values -as I see it.

Holding up the world....

paulren's picture

The resource investor curse gets worse.

Bulls can make money, bears can make money and cash is cash and sometimes king,...but the long resource/commodities advocated investors get an D, if not F(ail) grade.


paulren's picture

Misreporting by the Western Press, scandals and more.

Misreporting by the Western Press -and more. (Again)

A couple of months ago there was a FT article (London's Financial Times) suggesting Chinese tourism was dropping off in Thailand, when just the exact opposite is/was true.  Chinese tourism has been nothing short of an...

paulren's picture

Anatomy to long term superior performance.

A market rut or a trap to long term lower returns?

Over the many years I have never been very good at predicting with good...

paulren's picture

ETF's will lag active investors when the market turns.

So called Exchange Traded Funds (ETF) which just mirror stock indexes will lag active investors when the market turns  -and in the meantime are ignoring a presently booming sector here.

paulren's picture

A fallacy of our times which will not last.

ETF investing has exploded in popularity over the past 5 years.

Some stats show these dominate over 57% of all major stock exchanges trading volume. A few astute long term pro's in the investor industry think they are the next bubble in the making?

paulren's picture

Thai SEC and SET can and have taken action

The Thai SEC can and has taken firm action -even while sporadically so. Expats and visitors alike here often are wrongly informed. Sometimes because its to their benefit to be so.

paulren's picture

Respected regional independent broker turns Thai bullish.

CLSA is Asia’s leading and longest-running independent brokerage and investment group, today it turned bullish on Thailand.  Here is why.