All Articles (member and nonmember)

paulren's picture

The​ death​ of​ the​ Thai​ retail​ Investors.

To: Mr. Paiboon Nalinthrangkurn
Chairman, FETCO

The​ death​ of​ the​ Thai​ Retail​ Investors.

Consider​ that​ significant reasons​ for​ most​ Thai​ retail​ Investors​ abandoning​ SET​ investing​ is​ because​ of​ the​ inept​ Thai​ brokers​ and​ its​ market​ing​ agents​ which​ too​ often​ "churn and​ burn" ​ retail​ ​Investors​ which​ then loose​ money​...

paulren's picture

High growth industries in a stagnent (new brave) world.

The brave new world of slow growth. Identifying 2 new high growth industries and choices, while scared of the third.

Pondering in a world of continued slow growth, low interest rates besides inflation and tame oil prices one has to ask ourselves as an investor what...

paulren's picture

Week in Bangkok, new non-Thai stock pick.

A solid week in Bangkok, reporter interview.  A new non-Thai stock pick in one of a few very fast growing global business.

paulren's picture

Thailand muddling along, surviving in hard times.

As I here wrote well over a year ago Thailand and its SET brokers are stuck in the "middle income trap" to say the least.  Its totally unclear what can lift it out of that, as of now?  Contrary to my viewpoint back then, so far Thai elections...

paulren's picture

More older people then ever living longer then ever.

More older people living longer then ever. The baby boomers reality is a double economic whammy.  Low % income, along with high cost of living is making it difficult to a dignified existence in developed countries. Seeking alternative lifestyles -here so is the next high growth emerging industry...

paulren's picture

Post Thai election comment.

Post Thai election comment.

Since Thai election passed, the SET index has slightly increased in value, and this with more then just a few stocks. The strong Thai Baht vs. major other currencies has not moved down.  Sadly, following the foreign main stream media will have...

paulren's picture

Post Elections Blues

Post Thai Elections Blues - past and beyond.

While the Thai elections have for now seemingly not changed anything and so Thailand keeps muddling along stuck in the middle income trap, there are some teflon resistant companies which will do well earnings wise in a...

paulren's picture

DEMCO, the truth on what happened at last revealed.

At last through new facts coming out, on why but why, DEMCO kept delaying the final foundation repairs. A case of a falsified signature by an unrelated party.

Yesterday was an important truth revelation for us on DEMCO (3.06).  We now at last know the reality...

paulren's picture

Thai Elections assured -and the SET now likely more buoyant.

Thai Elections are now assured and the SET likely more buoyant.  (I wrote this member article around Jan 27, but was not able to upload it until today).

While too early to acclaim rejuvenation, it looks like as soon as the Thai elections announced, the SET...

paulren's picture

Thai Baht currency strenght, Why?

Why has the Thai Baht been such a strong global currency, for so long,  even while many other aspects have not been.

Over the years I have often been asked why the Baht currency is so strong.  Surely this has bewildered more then a few expats...

Pages