January « 2007 « Guild Investment

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GLOBAL INVESTMENT THEMES

By Monty Guild & Tony Danaher, on January 27th, 2007

Well the New Year is underway and we hope that all is well with you. For us it has been an interesting period with many new global themes developing that we will be sharing with you in coming months.

THAILAND

We are writing about Thailand for the obvious reason that the Thai market has had a major decline and is probably at a very good juncture for new investment.

The Thai decline was a result of a botched strategy by the new military government in Thailand. As a result, Thai stocks are cheaper than they have been in many . . .
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GLOBAL INVESTMENT THEMES

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