Industry, Economic, General SET

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Reflections, as this year comes to a close. Part 2

A year end e-mail/letter I just send to all registered Members early this morning -and so post it as the latest member article here as well.

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Reflections, as this year comes to a close.

Is it time to walk away from the SET and count one's yearly good gains to date, or is the message "never short a dull market",  as its been SET dull ever since late September 2014.   Here I try to add some perspective on my...

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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. 

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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?

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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. 

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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.

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Bull vs. Bear.

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

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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.

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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 %...

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