Industry, Economic, General SET

paulren's picture

A Mid Year Re-assessment.

I viewed to remain fully invested year to date. Now at mid year and with the SET nearing 1500 into July, its time to reassess and take a bit more sanguine view. Medium term investors can ride it through. 

paulren's picture

Let the good time's ride. But start accumulating high yield solid funds with profits taken.

The risk going forward is bubbly USA and a possible temporary liquidity crunch coming there in the 3rd Q. The market and interest rate positive is that this will only prolong the attractiveness for financial assets into next year 2015....

paulren's picture

Enjoy the upswing, new ideas, travelogue.

Here I review a bit what is on my mind and congratulate those whom stuck with it during all the deluge during the first 5 months of this year.

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paulren's picture

The Day After.

Threes day after the coup.  Here is a shortest summary of my thoughts.

paulren's picture

On inflation and the Thai Baht..

Why has the Thai Baht not weakened more among all the political mess of late? Why has inflation here -as around most of the world- not been higher despite so many guru's saying for years that its just around the corner.

paulren's picture

Late comer version/more up to date thoughts.

Reflections as we enter the 1 Quarter 2014. As I see it. DEMCO remains the star and CHO the great growth stock story.

paulren's picture

More Investor notes, know how and understanding.

Some investor notes/acumen + a new idea rated accumulate buy.  Investing for long term gains along

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paulren's picture

Back on track. The SET -as well as me.

The past couple of months have been daring to say the least. The big mistake was to walk away and not pick up some true investor bargains.  Today I reflect some on this volatile period along with comments on valuation. 

paulren's picture

A funds real handicap -yet rarely explained.

All mutual and other institutional funds have a real handicap -yet this is rarely if ever explained.  Here today I do so to compliment the just previous member posted article here; which proves smaller cap's outperform and then some, over time.

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