Introduction Topics

PaulRen's picture

Post Ukraine/Russia crisis -hang in there.

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...

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Thai market likely more resilient to US % rate rises and Ukraine stand off.

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...

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Big Investors are starting to shift toward SE Asia.

The investor winds are shifting toward SE Asia.

Lots of different people and investors ask:  why an increase, to yet still very low interest rates, is such a big deal?  Well, as a doubling of the level of US interest rates, means a doubling of all...

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Year 2022 will mark the end of low inflation & ultra low interest rates era.

Time are changing to a recovering Thai economy next year but along with that, new headwinds of higher interest/inflation in time.

I am proud to say, I here predicted often, how low interest rates would prevail and be positive for stocks.  But that low interest rates' era, over a...

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Lots of investors think stocks should be rationally analyzed...

Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.

Lots of investors think stocks should be...

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Thailand, it’s a very different investor scenario. "The movie in reverse".

The pandemic numbers here seem to be getting a bit better, while at the same time the market did not breakdown before -as many feared.  Time will tell.

With the SET benchmark index back at 1600, a major resistance point, one has to wonder will it, on...

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Observations from a long time professional investor.

Observations from a long time/real time, professional investor.

In Thailand, I think more then elsewhere, there are lots of engineers and doctors -which is great. But for the most part these often do not make good stock market investors. This I've observed again and again over my entire 40 year...

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Next global crisis? Are we not already in one lingering on.

It remains a dire conversation to increasingly many as there could be another global and/or Thai meltdown in the making. But what caveats/triggers could predicate this?

Of course, many have predicted this ever since the last 2008 N. Atlantic induced financial crisis.  Year after year predicting the next...

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The winning investor theme for 30 years.

The basic winning investor theme here for over 25 years. With a set back in years 2017 to 2019.

The key here to understand the investor success theme here over 25 years is very simple:  institutions are/must be interested to only invest in stocks which have...

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