Non Thai Articles

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No commodities buff here, my contrarian view explained.

Submitted by PaulRen on Wed, 18/10/2006 - 5:10am

I remain guarded on the re-inflation theme advocated or feared by so many investors. China is exporting deflation in manufactured/consumer products -and this trend will only get better in the medium term -as the global super discount centers must and will clip their fat margins. Inflationary beneficiary bugs, be on...

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The East Asian Summit

Submitted by PaulRen on Sat, 31/12/2005 - 2:17am

East Asian economic winds are blowing stronger then ever before.

The new East Asian Summit will be the first time so many Asian countries are holiding a political gathering without the presence of the United States -or any other great power.

The region has now accumulated $2.5 trillion of foreign exchange reserves compared...

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Beware of Christmas 2006.

Submitted by PaulRen on Tue, 27/12/2005 - 8:55am

There is a new risk looming over the global economy at the start of 2006.

The risk is a sharp slowing in the growth rate of U.S. consumer spending. The Federal Reserve is committed to a policy of monetary restraint which is going to sharply curtail the inflation rate...

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US Options -an interesting high income strategy.

Submitted by PaulRen on Fri, 22/04/2005 - 1:44am

Buying put and call options is a risky endeavor with potentially unlimited gains while the risk is limited to loosing all amount originally invested. But if you do the opposite and write puts and calls, a whole new dimmension comes to light.  Here I review my own views on writing options, not...

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Citi Never Sleeps.

Submitted by PaulRen on Mon, 21/02/2005 - 3:56am

Self-regulation without strict enforcement is a fiasco.  The banking sector needs more (not less) regulatory and supervisory measures not only because of its vital contribution to the economic development but also to prevent the emergence of casino capitalism at the global scale.

 

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Will China’s Credit Crunch Produce a Hard Landing?

Submitted by PaulRen on Mon, 12/07/2004 - 2:14am

We were asked to take this article down by the contributing author David Hale, due to it not being the final version of the article.  We hope that in the future we can re-post the finished copy when it is complete.

Best Regards,
Thaistocks.com

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Casanova’s of the Fund Business.

Submitted by PaulRen on Mon, 07/06/2004 - 8:40am

This is the second and third part on the important investment subject on Funds -and their darker side.

In 1990 there were 600 US hedge funds in business. There are now over 6000 and some 900 are not even 1 year old.  More than 10% tracked by HedgeFund.net in the past year alone...

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Fund investing has risks beyond the markets.

Submitted by PaulRen on Wed, 26/05/2004 - 10:19am

This is the first section of a three part series on this important investment subject which we are here publishing for members only, at mid-year 2004.

Introduction:

Below is the first part of a mini series on what recently transpired in the globally important Mutual & Hedge Fund industry....

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Amazon.com, a world book store?

Submitted by PaulRen on Wed, 11/02/2004 - 1:07am

Today I visited the section on Magazines at Amazon.com -seems like they got thousands of them on many different topics. Great . Anything you can think of. So I thought of "International", seems like a big topic to me.

But to my amazement on this selection there are only 5-6 offered. ...

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