Introduction Topics

PaulRen's picture

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.

PaulRen's picture

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

PaulRen's picture

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...

PaulRen's picture

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,...

PaulRen's picture

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...

PaulRen's picture

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...

PaulRen's picture

Contrasting is key when evaluating countries.

Contrasting is key when evaluating different countries and yet this is precisely what most global investors and observers alike,  fail to grasp.  Here I dare to just mention a few.

PaulRen's picture

An uneventful anniversary. Investor/member patience endures.

An uneventful 19th anniversary.  Investor/member patience endures while I wish to rehash the below during a time of brake from the Thai heat.

PaulRen's picture

Trump may be a triumph for SE Asia.

Trump's proposed changes may be a triumph for SE Asia.

As Mr. Trump continues to lead in US politics its not unreasonable to expect he just may go all the way?  Or, at least is having some influence on some real changes coming; despite...