ทำไม ‘ดร. นิเวศน์ ‘ มุ่งตลาดหุ้นเวียดนาม? Suthichai live 24-6-2567
Summary of "ทำไม ‘ดร. นิเวศน์ ‘ มุ่งตลาดหุ้นเวียดนาม? Suthichai live 24-6-2567"
Short Summary:
The video discusses Dr. Niwes's decision to shift his investment focus from the Thai stock market to the Vietnamese stock market. Dr. Niwes, a renowned value investor, believes the Thai market is stagnating due to structural issues like an aging population, outdated governance, and a lack of technological innovation. In contrast, Vietnam offers a young and growing population, a government committed to modernization and technology adoption, and a vibrant tech sector. Dr. Niwes has seen a 30% return on his investment in Vietnam since the beginning of the year and believes there is still significant potential for growth. The video highlights the differences between the two markets and explores the reasons behind Dr. Niwes's optimism about Vietnam's future.
Detailed Summary:
Section 1: Dr. Niwes's Investment Strategy and the Thai Market
- Dr. Niwes is a value investor who focuses on the fundamentals of a company's performance rather than speculation.
- He believes the Thai stock market has been stagnant for the past decade, citing it as a "lost decade."
- He attributes this stagnation to structural issues like an aging population, outdated governance, and a lack of technological innovation.
- Dr. Niwes has reduced his investment in the Thai market and is now allocating 40% of his portfolio to Vietnam.
Section 2: Dr. Niwes's Investment in Vietnam
- Dr. Niwes has been investing in Vietnam for the past 4-5 years and has seen a 30% return on his investment since the beginning of the year.
- He believes Vietnam offers a more promising future due to its young and growing population, government commitment to modernization, and vibrant tech sector.
- He highlights the example of Vietnamese tech companies competing globally and achieving significant growth.
Section 3: Vietnam's Strengths and Opportunities
- The video discusses Vietnam's favorable demographics, with a young and energetic population.
- It emphasizes the government's pro-business policies and its commitment to technology adoption.
- The video highlights Vietnam's strategic location and its ability to attract foreign investment.
- It also mentions Vietnam's growing creative economy and its potential in tourism.
Section 4: Dr. Niwes's Investment Philosophy
- Dr. Niwes emphasizes the importance of long-term vision in investing.
- He believes in building a competitive edge and understanding the needs of consumers.
- He stresses the importance of continuous learning and experience accumulation.
- He warns against fraudulent investment schemes and emphasizes the importance of due diligence.
Section 5: Comparison of Thailand and Vietnam
- The video contrasts the two markets, highlighting Vietnam's advantages in terms of population growth, government policies, and technological innovation.
- It acknowledges that Vietnam's GDP is still smaller than Thailand's but emphasizes its rapid growth potential.
- The video suggests that the Thai stock market is likely to remain sluggish for the foreseeable future.
Section 6: Dr. Niwes's Future Investment Plans
- Dr. Niwes plans to further diversify his portfolio beyond Vietnam, exploring opportunities in China, India, and the United States.
- He believes that his experience in the Thai market provides valuable lessons for navigating global markets.
- He encourages investors to consider the potential of emerging markets like Vietnam.
Notable Quotes:
- "The Thai stock market is a lost decade."
- "Vietnam is a country with a bright future."
- "I've seen a 30% return on my investment in Vietnam since the beginning of the year."
- "Vietnam is a country that is attracting global attention."
- "I believe in long-term vision and building a competitive edge."
- "I'm diversifying my portfolio beyond Vietnam, exploring opportunities in China, India, and the United States."
Overall, the video provides a compelling case for investing in Vietnam, highlighting the country's strengths and opportunities. Dr. Niwes's insights and experience provide valuable guidance for investors seeking to navigate the complexities of global markets.