Introduction Topics

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Post Elections Blues

Post Thai Elections Blues - past and beyond.

While the Thai elections have for now seemingly not changed anything and so Thailand keeps muddling along stuck in the middle income trap, there are some teflon resistant companies which will do well earnings wise in a...

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Thai Baht currency strenght, Why?

Why has the Thai Baht been such a strong global currency, for so long,  even while many other aspects have not been.

Over the years I have often been asked why the Baht currency is so strong.  Surely this has bewildered more then a few expats...

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To get a broader view, take a trip abroad.

During the continued SET market malaise I found it ripe to take another global trip -for attitude, perspective, sanity and balance.  My view has not changed in proclaiming we just must await the Thai elections to see this market rejuvenate. Its what I am doing.   New investors...

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An updated Thai stocks introduction letter to all visitors here.

Attractive investor opportunities remain -here I share one- but broker and industry practices are cause for serious concern.

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A dialogue with an institution from far away.

Here is how an institution wrote me this week -and how I answered them, evenwhile I did not have then to share with all members.

Hello Paul,
Many thanks.
Thai market has already had a really strong run in 2017 to hit 24 year

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US market rises further on no worries, that is the worry.

The US stock market worry is that there seems nothing to worry. So to US stock investors I say: start worrying.

Wall Street now should have a serious worry, it is that nobody there is worried much anymore regarding US stocks.  Century record devastating storms, N. Korea...

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Thailand is well positioned Geo-politically.

Thailand is Geo-politically well positioned.

Thailand stock market (SET) has recently re-emerged and set a 24 year high when in September, just as N. Korea was firing rockets, the SET index rocketed higher. To date this has been mostly in "SET50" high cap stocks,...

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Comparative analysis is lacking.

The fair and complete comparative comparison is often lacking.  As it takes a true and objective internationalist.

On a fairly irregular, regular basis I receive mail or comments on the many Thai shortcomings. These are often well intended and correct, but not complete...

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The end of Quarter 3. Patience persists.

October 1. The end of another Quarter.  Positioned and ready for year 2017.

Manufacturing activity in China continued to rebound in September on improving production and demand, a government report showed at the end of September. A positive sign for the world's second-largest economy...