Industry, Economic, General SET

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Misreporting by the Western Press, scandals and more.

Submitted by PaulRen on Wed, 23/09/2015 - 9:23am

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...

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Anatomy to long term superior performance.

Submitted by PaulRen on Wed, 26/08/2015 - 10:36am

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...

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

Submitted by PaulRen on Mon, 29/06/2015 - 8:11am

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.

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A fallacy of our times which will not last.

Submitted by PaulRen on Sun, 14/06/2015 - 5:05am

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?

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Thai SEC and SET can and have taken action

Submitted by PaulRen on Sat, 13/06/2015 - 5:38am

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.

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Respected regional independent broker turns Thai bullish.

Submitted by PaulRen on Mon, 04/05/2015 - 2:59am

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

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As the SET corrects more I outline some macro risks. 5 fresh ideas I now like.

Submitted by PaulRen on Thu, 26/03/2015 - 3:47pm

Assessing the global risks show China -maybe more then the US- is the new worry.  Besides my core list,  I now have 5 fresh names I highlight on this SET market correction.

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The SET keeps languishing but longer term investors do not give up.

Submitted by PaulRen on Mon, 23/03/2015 - 11:37am

Mis or inadequate reporting by the western press for as long as I remember. What we don't know we just too often don't like.  3 new actionable ideas in 3 different sectors besides size.

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Hang in there but more cautious.

Submitted by PaulRen on Mon, 16/02/2015 - 4:09pm

The SET keeps trying to work itself higher but with hesitation. There could be a jolt anytime as its appears fragile.  Yet both the Thai and US economy seem resurgent not least to low oil prices and hence I dare, to mostly hang in there along with cash on...

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