Introduction Topics

paulren's picture

Asia keeps on rising.

Submitted by paulren on Fri, 02/07/2010 - 11:50am

High US/EU government and consumer debt along with low interest rates and weak currencies there are the recipe for a re-rating in Asia.  It is one reason why the Thai stock market has held-up so well currently, despite its own political problems.

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Thai smaller caps are and remain often inefficently priced.

Submitted by paulren on Mon, 28/06/2010 - 3:37am

High ranking ETF' analyst/experts and fee based investment advisors want us to believe its the only rational way to invest in equities. 

Its often their own excuse, because they are poor stock pickers and so go through all kinds of trouble still believing markets are efficiently priced and that you can't beat...

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Reminiscence of a Thai stock investor.

Submitted by paulren on Sat, 12/06/2010 - 5:06am

While the SET for now seems stuck below 800, some of my selections have been making upward moves, not least last week DEMCO. With this core choice more seasoned and recent members had ample time to load-up on, as its stock price sat around for some weeks before...

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Where is that inflation we keep hearing about for years?

Submitted by paulren on Sat, 23/01/2010 - 8:08am

Favor investments with high current income.  For example high dividend yields on un-leveraged Asian growth stocks, especially those removed from being vulnerable/dependent of Western economies. (EU & USA).

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Values promised to our members.

Submitted by paulren on Wed, 14/10/2009 - 10:06am

Unbiased reporting by a true professional which was a highly succesfull liscenced broker in USA.  Since 1989 on location here, sharing insights to succesfull Thai stock market investing -with a long track record.

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Membership has its benefits/privileges.

Submitted by paulren on Thu, 24/09/2009 - 4:09am

While it now says "free" at the front page, so to attract ever more viewers, the timely articles, member lounge and ability to ask me short questions etc..will always remain a members only priviledge!  I want to attract quality members here, not quantitiy.

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Open letter to members. Time for a change.

Submitted by paulren on Sun, 13/09/2009 - 9:46am

If I make this site free and advertise it as such with fanfare, it will drive traffic and so generate better understand on how to over time succesfully invest in Thai stocks. Especially to the expats in Thailand, which are years behind on this.

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While the West is full of fear, Asia is full of hope.

Submitted by paulren on Tue, 04/08/2009 - 2:58am

Asia is rising again, full of youth, hope and upbeat as millions are rising out of poverty.  Just as many thought world stock markets would turn down again, the reality set it that things are not as bad as lead to belive. While last year was terrible,  I remained...

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The past 12 months and the resumption of the future.

Submitted by paulren on Tue, 07/07/2009 - 7:59am

Besides all the individual growth stock picking and as I reflect back over the say past 12 months, my major views could be summarized as follows.

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