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Originally Posted by K2
JayBee - would agree that if you HAVE to invest in Thailand then real estate (particularly land or landed property) is probably likely to be a good hedge against inflation risk. (Yes - I know foriegners cannot own land outright). If looking for investment vehicle to gain exposure to asian growth then would rather have investment in a asian growth fund rather then be a domsetic investor in stocks here - I've been down that road and it can get VERY illiquid.
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I'm in agreement. Altho, the situation with getting title to land is a bit dicey now, can you imagine if you had invested 40,000 USD (or even half that), in choice Phuket land 20 years ago!!
Buying individual stocks in a market like LOS seems a very risky proposition. There is some risk in any stock investment, and it just becomes greater when you are dealing with a market with lowere voulmes, and the possibility for a lot of unpredictability due to factors which may be difficult to foresee or comprehend for a person without a good deal of experience in that market. There are a lot of good Asian stock funds that are run by people with experience. I've got a few peas in one of those pods.
I do like going small cap with some portion of my investments, but generally stick to US stocks which are easier for me to follow and understand.
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LOS is warm, soft, smooth, and brown.