Introduction Topics

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Restating my global views/Housekeeping-affirmation.

Submitted by PaulRen on Sat, 20/09/2025 - 9:31am

European leaders, just about everywhere there, are enduring record low approval ratings by its people for some time already, France is now witnessing strikes and revolts -for legitimate reasons. Record ever higher deficit spending with Russia phobia dominating...instead of addressing the root cause for this conflict. Donald T....

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New Thai BOT Governor to be announced is a positive.

Submitted by PaulRen on Tue, 22/07/2025 - 9:07am

Today the Thai Government will very likely announce its choice for a new Bank of Thailand Governor. (BOT)

The current one's term expires September 1 -and I for one much welcome a change!  The Thai Finance Minister as well as the likely new appointment has already clearly stated...

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Have Thai stocks reached its Nadir low point?

Submitted by PaulRen on Sat, 12/07/2025 - 11:49am

Have Thai stocks reached its nadir low point? I tend to think so and say so since end of June 2025.  Price-to-book, dividend-yields and p/e ratio's are all at record lows, this as compared to the very low (I think record low) level of Thai interest rates here. 

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Market discrepancy never seen before.

Submitted by PaulRen on Fri, 13/06/2025 - 10:40am

Such low now 1.2% US dividend returns on S & P 500 in a likely further sinking Dollar currency Vs bank saving accts in the US at 3-4.5%. Here its just the opposite: bank savings at 0.3% and dividends yields to be had at 5-7% in a strong Thai Baht...

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Overall Thai inflation is 0, or slightly even negative.

Submitted by PaulRen on Tue, 03/06/2025 - 10:33am

Overall Thai inflation is 0 or slightly negative here as we notice and regularly monitor. While property and rental prices have moved-up in certain high-end destinations while food especially imports- are priced up somewhat..., yet most higher-end items like A/C, washing machines, gasoline & electricity etc...are lower while...

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A good mail received & appreciated -and how I answer.

Submitted by PaulRen on Sat, 24/05/2025 - 11:31am

Here is a good summary on the state of affairs at least as how I see it -by how I answer a welcomed letter from a long follower.

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US stock over bulls. Africa emerging. China beating in performance.

Submitted by PaulRen on Fri, 16/05/2025 - 3:14pm

US stock over-bulls and keep patting themselves on the back.  Africa is emerging. China beating in performance as I here foresaw.

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Trust is a key factor in determining how well a country excels, or not, also on how stocks are valuated.

Submitted by PaulRen on Sun, 04/05/2025 - 10:10am

In a book called "Trust”, by Francis Fukuyama 1995 it is well documented how trust in governments (and companies) is a/the key factor in determining how well a country excels, or not, on so many different levels....and how its stocks are valuated.

Trust in the US...

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US stocks -more then just a correction. The World beyond dominant USA.

Submitted by PaulRen on Mon, 28/04/2025 - 2:59pm

The World is changing beyond dominant USA. This is the biggest change in a long time (maybe our lifetime) and will force global mega investors and others, to look beyond now peaked, USA stocks in my view.

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