Industry, Economic, General SET

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Differentiation

1.Dec.98 DIFFERENTIATION
Differentiation

The 2nd stage of this "re-liquidification"...

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Thailand’s Stock Market on a sharp rebound.

1.Nov.98 THAI ECONOMY
Thailand's Stock Market on a sharp rebound.

Thailand's stocks and...

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New Tones

15th of January 1998

New tones

Our subscribers can see from our updated portfolio that the food/agri stocks have had a fabulous run since our June 15th recommendation. This is all the while the local market index further lost half it" s value. I do believe that they will...

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Crisis spells "Huge Opportunities"

15.Oct.98 DEVELOPMENT
Crisis spells "Huge Opportunities"

Here is an original article released to...

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Thailand and the Philippines

...
15.Sep.98 DEVELOPMENT
Thailand and the Philippines

A revealing historical comparison. Rather than writing how the Bank of Thailand has performed over time, I

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Thailand’s real "Bread and Butter"

Version: 1st of September 1998

Thailand’s real "bread and butter"

I just updated all 3 of our posted model portfolios. While they should they do not yet include CAPE and CM, which are my current newest strong purchase recommendations. In the future, I will show

...

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Crisis spells "Huge Opportunities"

Version: 15th of July 1998

Crisis spells "Huge opportunities".

The ultimate contrarian indicators are staring us in the face.The latest figures from the US Federal Reserve shows that the percentage of household financial assets in stocks rose to 38.3% at the end of the first quarter this...

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The SET Bear Market keeps up its ugly face

Version: 1st of July 1998

The SET bear marketkeeps up its ugly face.

The financial sector is holding the rest of the Thai economy hostage. Demanding full attention and requiring enormous injections of funds to cope with the moral hazard it has created over the years through...

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Foreign shares, Local shares - a "How-to-do-it"

 

Version: 1st of July 1998


This article was originally released to our subscribers at the 15th of April 1998.


Foreign Shares, Local Shares
- a How-To-Do-It.

If you are a foreign national with respect to Thailand you...

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