A new dawn to Thai stocks and Government, in the making.

The coming Thai general election, February 8th, will likely bring-on a new dawn to Thai stocks, I think!

That is, if there is a strong popular mandate and so then a new Govt. in place shortly thereafter.  Many do believe the time has come and polls suggest this -post 3 years of SET and Thai economy stagnation.  For some time, besides being overall Thai stocks cautious since 2022, I viewed to hide it out in ultra-high dividend quality Thai stocks -as I believe in and chose them.  Hence the publishing of my last model-portfolio at New Years. 

At the same time more and more signs are emerging US stocks are/keep being overvalued and now "fatigued", not least to increasingly inept US Govt. leadership. Thailand's strong currency, ultra-low inflation (even negative of late) and record high so called yield gap, pointed out at nauseam here for some time: keep making a good investor case to just be patient -and await a/the turnaround.  Thailand's SET index (which at that is overstated due to DELTA) has underperformed the whole region for 3 years and is now the cheapest stock market.

Should there be any short term global set back, i.e. Iran/Greenland US fiasco etc..I would view this as solid buying opportunity in my chosen group and perhaps the last one. Since February 2024, I have here stated to "dollar cost average" montly into China ETF stocks which has done very nicely and this view is here maintained. .  If I am wrong, happy to just keep coasting with very high current dividend income besides liquidity, this vs. stale money in the bank -or mostly overvalued/over saturated Thai real estate. These are my view as always.