Non Thai Articles

paulren's picture

USA: "Busting by the Seams"!

Version: 1st of May 1998

USA: "Busting by the Seams"

Seattle, WA April 23, '98

I am very concerned about the US Stock market…While overvaluation is always a relative term, I think it's horribly overdone here. One should short this market and double up on my favorites.

paulren's picture

A review on a concerning arms buildup in Asia

1st of April 1998

A Review on a concerningArms Buildup in Asia. as we get to the new Millenium and beyond.

In the post cold war world, the Asia Pacific area has possibly eclipsed the Middle East, as the world's most dangerous place. Or as "the most deadly long-term...

paulren's picture

Dangerous Asia - prospects of a region with increasing military budget and need

Version: 1st of February 1998

Dangerous Asia as we get to the new Millenium and beyond.

In the post cold war world, the Asia Pacific area has possibly eclipsed the Middle East, as the world's most dangerous place. Or as "the most deadly long-term regional security challenge that the USA...

paulren's picture

A Global View from Asia

The current malaise will make SE Asia stronger by year 2000.

 Things are going exceptionally well in the U.S. For sure the high Stock market reflects this. Investors in the U.S. market seem the need to first see some "real clouds", before running to cash. There may not be...

paulren's picture

Emerging Markets... Emerging Markets will keep attracting ever increasing sums o

Despite the soaring U.S. stock market, the increasingly clear message from North America is: own foreign stocks ! Foreign stocks count for some 60% of world stock market value and the still often inward looking U.S., is getting the message.

paulren's picture

What is meant by "Top Down" International Investing!

International investment decisions by the prominent mutual funds, are primarily done as is called: "top down".

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