Introduction Topics

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

Submitted by PaulRen on Thu, 19/10/2017 - 3:02pm

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.

Submitted by PaulRen on Sat, 30/09/2017 - 11:24am

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.

Submitted by PaulRen on Tue, 09/05/2017 - 10:20am

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.

Submitted by PaulRen on Sat, 01/10/2016 - 3:01pm

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...

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Contrasting is key when evaluating countries.

Submitted by PaulRen on Sun, 15/05/2016 - 4:46pm

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.

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An uneventful anniversary. Investor/member patience endures.

Submitted by PaulRen on Sun, 01/05/2016 - 5:31pm

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

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Trump may be a triumph for SE Asia.

Submitted by PaulRen on Fri, 26/02/2016 - 2:54pm

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...

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Reflections into the New Year 2016.

Submitted by PaulRen on Fri, 15/01/2016 - 4:10pm

Reflections into the New Year 2016. Be patient, focused and resilient.

Traveling to Singapore or Hong Kong includes the invariable experience of people there making jokes on/around or of Thailand. Some better than others, most outright silly. It almost always includes the true after statements on lack...

Singapore

Hong Kong

5 year charts