mogandave Posted January 8, 2019 Share Posted January 8, 2019 As said earlier in this thread i jumped in - in 2008 and i’m still doggy paddling around...Sent from my iPhone using Thailand Forum - Thaivisa mobile appWell if you’re in equities, the interest rest is good. Another nice bump today... Link to comment Share on other sites More sharing options...
mogandave Posted January 9, 2019 Share Posted January 9, 2019 Who’s in? Link to comment Share on other sites More sharing options...
strikingsunset Posted January 9, 2019 Share Posted January 9, 2019 I am still in - as you advised me tooSent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
strikingsunset Posted January 9, 2019 Share Posted January 9, 2019 I am still in - as you advised me tooSent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
mogandave Posted January 9, 2019 Share Posted January 9, 2019 Yeah, well I think if tRump gets wall funding it will be great for the US markets... Link to comment Share on other sites More sharing options...
marqus12 Posted January 9, 2019 Share Posted January 9, 2019 https://stooq.com/q/?s=^dji&d=20190108&c=10y&t=l&a=lg&b=0&r=eem.us You think that your economy has grown so much in relation to EM ? Basically, these two lines will exchange places in a few years time ! Link to comment Share on other sites More sharing options...
marqus12 Posted January 9, 2019 Share Posted January 9, 2019 . Link to comment Share on other sites More sharing options...
mogandave Posted January 9, 2019 Share Posted January 9, 2019 .Emerging markets are almost by definition high growth. Comparing them to a developed market is silly. So what specific EM market investments do you recommend? Link to comment Share on other sites More sharing options...
mogandave Posted January 9, 2019 Share Posted January 9, 2019 Why silly ? A decent percentage is a decent percentage, it doesn't matter where your research throws that up. However large funds obviously have guidelines which restrict them to western blue chips but as a personal investor EM should be a main plank of any investment strategy especially with the dual disaster of Trump/May in progress. Obviously if you're a panic merchant you'll steer clear but I have always had a keen eye on EM though having said that I got in Amazon early and that stock alone has almost bought me a house !! But Amazons are once in a lifetime stocks. So what EM vehicles are you in now? Link to comment Share on other sites More sharing options...
mogandave Posted January 9, 2019 Share Posted January 9, 2019 Infosys has never left my side - though I handed over the angst of stock picking to a company called Vestra who charge me an enormous fee but are earning it at present meaning I could snap out of the routine of daily checking! They update me monthly on what they're doing with benchmarks. Whilst it seems a bit daft to pay them a fee and then instruct them I can have input and the only snippets I have given them is I want to be in Asian comms (mobiles etc) due to insatiable demand (though last weeks Apple/China report bucked that granted) - also a geologist I once met told me there was more oil under Myanmar than Saudi Arabia though there wasn't a company on earth that had the cash to build the infrastructure needed to prepare to get it, let alone all the way to market. So to much bewildered looks from Vestra I asked them to steer 5% in any funds potentially connected. They did say it wouldn't pay off in my lifetime or will it ………[emoji848] Wipro is getting glowing buy recommendations in a lot of places and almost anything Brazilian is worth looking at (don't want to set Marcushorribilis off there) Trustnet is always a useful guide to confirm you are not making a stupid decision.If you don’t know, just say you don’t know...(just kidding) Link to comment Share on other sites More sharing options...
SheungWan Posted January 9, 2019 Share Posted January 9, 2019 1 hour ago, mogandave said: So what EM vehicles are you in now? Baht Buses. Link to comment Share on other sites More sharing options...
marqus12 Posted January 10, 2019 Share Posted January 10, 2019 15 hours ago, mogandave said: Emerging markets are almost by definition high growth. Comparing them to a developed market is silly. So what specific EM market investments do you recommend? I would suggest ...... reading Link to comment Share on other sites More sharing options...
mogandave Posted January 10, 2019 Share Posted January 10, 2019 I would suggest ...... readingThat’s what I thought...Next Link to comment Share on other sites More sharing options...
marqus12 Posted January 10, 2019 Share Posted January 10, 2019 19 minutes ago, mogandave said: That’s what I thought... Next there are many ETF on EM different people different country ...it's different access and different prices Thai shares are also EM It's only interesting if it's a breakthrough now or will it be sometime later in 2019 https://markets.ft.com/data/indices/tearsheet/summary?s=MIEF00000PUS:MSI Link to comment Share on other sites More sharing options...
mogandave Posted January 10, 2019 Share Posted January 10, 2019 there are many ETF on EM different people different country ...it's different access and different prices Thai shares are also EM It's only interesting if it's a breakthrough now or will it be sometime later in 2019 https://markets.ft.com/data/indices/tearsheet/summary?s=MIEF00000PUS:MSIIndeed Link to comment Share on other sites More sharing options...
strikingsunset Posted February 4, 2019 Share Posted February 4, 2019 Well i have recovered in January from - 14 pc to - 8.5 pc - here’s hoping.As i’m writing from Shanghai “ Happy Year of the Pig” to all.Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
Yellowtail Posted February 4, 2019 Share Posted February 4, 2019 6 hours ago, strikingsunset said: Well i have recovered in January from - 14 pc to - 8.5 pc - here’s hoping. As i’m writing from Shanghai “ Happy Year of the Pig” to all. Sent from my iPhone using Thaivisa Connect Yeah, it was a great month...let's hop it keeps moving in the right direction! Link to comment Share on other sites More sharing options...
JimmyTheMook Posted February 4, 2019 Share Posted February 4, 2019 Go heavy on Alibaba - it's a sure thing "BABA" Link to comment Share on other sites More sharing options...
wreckingcountry Posted February 5, 2019 Share Posted February 5, 2019 The boost when Trump and his Republican Corporate Congress friends gave a Trillion dollars to the wealthy has busted! As ever with Republicans in control the deficit is huge ! All those jokers who believed Trump was for the “ordinary working folk “ hahah suckers Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
Yellowtail Posted February 5, 2019 Share Posted February 5, 2019 1 hour ago, wreckingcountry said: The boost when Trump and his Republican Corporate Congress friends gave a Trillion dollars to the wealthy has busted! As ever with Republicans in control the deficit is huge ! All those jokers who believed Trump was for the “ordinary working folk “ hahah suckers Sent from my iPhone using Thaivisa Connect Another well-thought-out reasoned response from the left. Link to comment Share on other sites More sharing options...
strikingsunset Posted April 2, 2019 Share Posted April 2, 2019 Well - time has been a great healer - glad i didn’t panic - now just need an upside of 4.75 pc to get back to last September’s peak .....Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
Thailand J Posted April 3, 2019 Share Posted April 3, 2019 Q1 2019, the best quarter in many years. Link to comment Share on other sites More sharing options...
strikingsunset Posted July 2, 2019 Share Posted July 2, 2019 Well guys - it’s been a good run - i’m now back to the heady days ( an a tad above) of last September -so recovered from a nerve racking 14 per cent drop!!!,glad i didn’t panic Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
Thailand J Posted July 2, 2019 Share Posted July 2, 2019 2018 was just as bad as 2011. S&P 500 at record high with P/E of 16.8, here is how it compares to historic P/E since 2000. July 2 updated Yardeni Charts; https://www.yardeni.com/pub/yardenichartbookdaily.pdf Link to comment Share on other sites More sharing options...
strikingsunset Posted August 7, 2019 Share Posted August 7, 2019 So - here we go again - have just recovered to last years position i’m now back down 3 per cent in 3 days- ouch Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
mogandave Posted August 7, 2019 Share Posted August 7, 2019 It’s what it is. I’m pretty good for the year... Link to comment Share on other sites More sharing options...
strikingsunset Posted August 7, 2019 Share Posted August 7, 2019 i agree i’m pretty good for the year - my weakness is is i look at the peak as the new starting point.Sent from my iPhone using Thaivisa Connect Link to comment Share on other sites More sharing options...
mogandave Posted August 7, 2019 Share Posted August 7, 2019 i agree i’m pretty good for the year - my weakness is is i look at the peak as the new starting point.Sent from my iPhone using Thaivisa ConnectYeah, it would be better if it only ever went up.,, Link to comment Share on other sites More sharing options...
Thailand J Posted August 8, 2019 Share Posted August 8, 2019 On 8/7/2019 at 12:36 PM, mogandave said: Yeah, it would be better if it only ever went up.,, like a bank CD? ???? Link to comment Share on other sites More sharing options...
mogandave Posted August 8, 2019 Share Posted August 8, 2019 like a bank CD? [emoji846]No, like a tech company being scouted for takeover by Apple.. Link to comment Share on other sites More sharing options...
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