Some thoughts on the frontline of investing as of mid-August 2022.
Most stock markets have recovered some of late as I anticipated -and here wrote just before mid year. This after a bad 2 Q. when higher US interest rates along with oil price and the...
Here for the first time, I share my own comprehensive insights/list on what I look for and consider/evaluate when picking a new Thai stock idea. While much is subjective and never ending, I try to summarize in this important article my list of what I consider important, along...
A short review "down memory lane" of where I stand -and how Thaistocks.com keeps delivering, since 1997.
Up until last year, for many years before, I here stated and argued how the broad level of global interest rates would stay low and even drop more -and how...
A great place for investors to be during the continued world turmoil.
As interest now rise, lead by the US, its more important then ever to gear investments in places/areas/companies which have low debt i.e. low leverage. Many companies in Thailand for one lead on this. Especially select smaller cap...
Post Ukraine/Russia tragedy. Longer term investors hang in there.
I am not likely to make any changes to my investor outlook or model portfolio, post the Ukraine/Russian fall out. I duly note how the US market sold off nearly 900 points at the opening, only to...
Thai stock market lasting reaction to US interest rate increases besides Russia/Ukraine standoff, like to be less severe.
For some time I have warned people privately and here on the over-hyped US tech stocks. Their glorious upward trend was finally broken as the NY 2022 started. It obviously...