Industry, Economic, General SET

PaulRen's picture

Hang in there & move forward, contrast those others.

A turbulent week for us. But we move forward with good information and so conviction. The world over it seems: Hedge funds are closing shop in record numbers. 

PaulRen's picture

Is Thailand running out of natural gas all that alarming?

Here I just ask the question if in the next 5 years natural gas will be replaced by huge imports from the US, via LNG?

PaulRen's picture

Chinese/Thai Rail Mega Projects look increasingly likely.

The mega Chinese/Thai Rail project looks increasingly likely and we must all monitor any developments on that as its huge and some SET listed companies will benefit in a big way. 

PaulRen's picture

Watch interest rates, as this is the next catalyst. / Member lounge postings.

Going forward: The catalyst will be the behavior of interest rates.  Besides, regular postings in our member lounge for short but valuable tit-bits of timely actionable investor added value insights, as well as comments of general interest.  As none of us is as smart as all of us.

PaulRen's picture

Bull vs. Bear.

We are now at an important crossroad. Will the bulls or bears take the lead? I here restate my own view.

PaulRen's picture

October Reflections/Investor follies.

October Reflections.  And how "Right understanding" is crucial in so many aspects in our lives; distorting can reign often to our detriment.  Here I show some examples in the investor management business.

PaulRen's picture

On short term cash management.

Cash is one form of prudent asset allocation to have a cushion if there is a meaningful set back, or unexpected and/or near future needs.  "Keeping some powder" dry principle.  Here I describe how through the Thai banks one can increase baht %...

PaulRen's picture

Thai market remains buoyant for some good reasons.

The Thai market remains buoyant.  Part 2. While short mean sell-offs are natural and healthy events, my view remains that the SET in not a bubble, not yet.

PaulRen's picture

Thai market remains boyant -yet shows some signs of tiring.

September looks like it will end just as it started, on a high note. It was a good month to take off and reflect from afar while enjoying some art of the historic and culture kind.

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