In the US smaller growth stocks trade at a huge premium as compared to the US market overall averages. Rightly so as a company which grows twice as fast is worth three times as much. Yet here in Thailand, its just the opposite. Conclusion: its where...
While dollar imperialism is back and emerging markets are out of favor just now, this too will not last too long. The new world order is for capital to move ever faster while flamboyant biz. news headlines put grease on this. Yet, at the end of the day many emerging markets retain higher...
Here is an original article from year 1999. Shown exactly as I wrote it back then. Looking back with hindsight, it was right on....and continues to be.
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If you understood the Thai companies, as we do here, you would be more then nibbling on the many oversold bargains now. Here on many earnings fundamentals have hardly changed, post the flooding tragedy.
