Introduction Topics

The original and current investment theme by us ever since 1997 has been that:  if you look beyond the largest cap Thai shares much value besides high current income is to be found.  The Thai market is often in-efficient as

June 2015.

So called 'top down' investing,  as practiced vigorously by global institutions has been in full swing in emerging markets for more then a decade!  This practice has given rise to immense and continuously increasing stock market pricing distortions -and so inefficiencies.  

With global interest rates remaining at low levels, individual...