Introduction Topics

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Inflation to come fears are ovestated, yet again.

Beyond the US housing bonds, which proved to be a horror to say the least, in recent years there have principally been the gold & commodity investor advocates and those of us whom believe more in a diversified portfolio of long term growth stocks with high dividends.

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Ranking in the search engines.

More and more individual investors around the world increasingly want to take matters in their own hand and so seek unbiased expertise.  For many this is a smart thing to do -as in addition it diversifies you from your home country. 

We got the long history, reputation, track record and professional know-how to...

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On currencies and dodging the recession.

A weaker currency can mean increased profits for some companies and the relationship is magnified in some cases.  Lower interest rates around the world bring yield chasers back out of the woods.  There are huge amounts of cash sitting on the sidelines earning near nothing.  Cash in the long run...

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The crisis is a major turning of events in favor of Asia.

The US hamburger crisis is a major turning of events which in time will mostly mean even more vigor to the rising Asian century. Even more now due to the US induced financial awfulness.  Crisis is opportunity and Thai stocks are now extraordinarily cheap.

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An brief introduction on what we stand for -and here share.

Here is a general introduction on a bit of who we are what is offered -and what I stand for.   April 30 ' 2015 marked our 18th year anniversary!

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Reporting what mgt. says or playing the judge?

This raises the essential question if a visiting analyst should just report what top management tells them in the visit; or instead sort of decide to "play God" in between. Here is some discussion on that very topic.  Most Thai broker analyst think they got the answer, but I dare...

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High growth and dividends, low p/e ratios and financial leverage.

I have long understood that if you get beyond the liquidity monsters, high growth in earnings can be owned at a reasonable stock price. This is the true Thai stock market success story, yet still mostly untold.

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Higher Trust favors the smaller Company here.

Culture is always strong determinant and high trust among family members in Asia leads to superior performance by smaller companies.

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Beyond the lazy US man’s/women way to global investment exposure.


To US investors whom want global exposure, I say own the real thing, and its not Coke!