Don’t we all feel like geniuses? We’ve all made some +1-5% this year.

Now will it last? Short term everyone still keeps talking about the Fed rates…it’s staying here or going higher IMO, haven’t changed that thought for a while…and I like it…risk for Thailand is in the currency…most listco’s are fine, The Financial and Resources still look yummy. Even some of the Thai “REITS” are looking attractive.

Thus far this government appears to be doing the right things…if this continues then the constant downplaying of their performance will dissipate. Perhaps people will realise that PT and friends are far better for the economy/companies/population vs a military/move forward gov’t. Let’s see.

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