ประเทศไทย ในมุมมอง นักลงทุนต่างชาติ /โดย ลงทุนแมน
มีหลายคนพูดกันว่า ประเทศไทยไม่ได้เป็นเป้าหมายสำคัญสำหรับนักลงทุนต่างชาติเหมือนในอดีต เพราะเรากำลังสูญเสียความสามารถในการแข่งขันบางอย่างเมื่อเทียบกับประเทศอื่นๆ
เรื่องนี้เป็นอย่างไร แล้วถ้ามันเป็นจริง วันนี้เราควรเตรียมตัวอย่างไร เพื่อทำให้ประเทศไทยกลับมาเป็นเป้าหมายสำคัญของนักลงทุนต่างชาติ ลงทุนแมนจะเล่าให้ฟัง
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Continue ReadingThailand in Foreign Investors View / Investman
Many people say that Thailand is not a major target for foreign investors like in the past because we are losing some competitiveness compared to other countries.
How is this? If it's true today, how should we prepare to bring Thailand back to the important target of foreign investors. Investman will tell you about it.
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Situation and economic update with Blockdit
There's a podcast to listen to on the go.
Blockdit.com/download
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If you talk about foreign investment to be easily understood, let's split into 2 types.
1) Foreign Direct Investment
2) Investment in the financial market, which in this case emphasizes on investment in the stock exchange of foreign investors.
These 2 sections are important to reflect how much foreign investors are interested in investing in Thailand.
Foreign Direct Investment (Foreign Direct Investment or FDI) is a key factor that affects economic growth of the country.
As FDI's coming in, it doesn't only cause investment, employment, but also as portraying and technology development. It will eventually cause the country's economy to grow, average income and quality of life for domestic population.
However, it seems that FDI value that entered Thailand in the last 10 years is likely decreasing.
Year 2010-2014 FDI worth entering Thailand on average 321,000 million baht.
Year 2015-2019 FDI worth entering Thailand on average 247,000 million baht.
But, you know, in the past 10 years, FDI that entered ASEAN nationwide from 1.3 trillion baht to 4.7 trillion baht. This has resulted in the economy of many countries in this region to grow remarkably. Over the years.
The average GDP of many neighboring countries such as Cambodia, Philippines, Myanmar, Laos, Vietnam, grows an average of 6-7 % per year. Or, if it's simply explained, the economic value of the country grows around 10 years.
While in the past 10 years, Thailand's GDP grew an average of 3.5 % or half of its economic growth in neighboring countries.
This may be due to several of our structural issues changing.
Thai elderly population proportion, increasing continuously, will diminish long-term consumption and labor number of countries and result in less investment necessities that will hit employment and eventually slow the economy down.
Population in labour age is decreasing, leading countries to rely on labour to drive economic economies like Thailand.
Nowadays, about 1 in 3 of Thailand's workforce is in agriculture and agriculture sector. It's still in the manufacturing industry, selling. All of them are mainly labor-dependent industries.
Doesn't include any other issues like
Political unrest issues
Readiness of basic utility system
Corruption problem
A shortage of skilled workers that are barriers to developing countries.
We must admit that these matters not only decrease FDI value in Thailand during the past, but it will also slow down the future economic growth trend, and it will also slow down the interest of foreign investors on the Thai stock market.
Do you know that in between 2010-2019 or in 10 years, foreign investors sell collectible shares higher than 512,000 million Baht?
While the first 6 months of this year
Foreign investors have sold Thai stocks for over 216,000 million baht.
The interesting thing is that for those who think that foreign investors have sold a lot of stocks in the stock market. There may be a few stocks left. Then we may have to re
Because even the proportion of the stock holding of foreign investors in Thai stock market per cap. That's reduced from 37 % during 2012 to 30 % in 2019, but the remaining value is higher than 5 trillion baht.
And selling shares of foreign investors is one reason why the Thai stock market seems to go nowhere, especially in the last 6 years.
In summary, both foreign direct investments (FDI) will affect Thailand's real economic sector is decreasing compared to the past and foreign investors are also selling securities because they see the country's economic growth trend seems less interesting.
Therefore, our Thailand doesn't just require investment, improve performance, technology, and innovation to create value-added industries and reduce labor-oriented industries like before to help increase nation's income.
But it has to be including solving problems, labour problems, lack of skills, corruption problems, peaceful, politically accumulated for long time.
If this is like an eastern tale, it would be similar to a rabbit tale and a famous turtle that in the last decades, Thailand used to be a country where the economy grew fast and overtook many countries, especially the neighboring countries far away.
It looks like we're about to finish and leave our rivals without dust.
But then one day, when we run fast, we run slower, start walking, and don't stop walking while our rivals run faster.
Even today we may be ahead of many countries.
But no one can guarantee that
In the future, we will not be overtaken as in tales..
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Situation and economic update with Blockdit
There's a podcast to listen to on the go.
Blockdit.com/download
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Follow to invest man at
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References
-https://www.aseanstats.org/wp-content/uploads/2020/01/ASYB_2019.pdf
-https://www.bot.or.th/App/BTWS_STAT/statistics/ReportPage.aspx?reportID=654&language=eng
-https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?locations=TH
-https://www.bot.or.th/App/BTWS_STAT/statistics/BOTWEBSTAT.aspx?reportID=638&language=th
-https://www.set.or.th/th/market/market_statistics.html
-https://www.bot.or.th/Thai/ResearchAndPublications/DocLib_/Article_7Nov2017.pdf
-https://www.thebangkokinsight.com/304526/Translated
asean fdi 2020 在 ลงทุนแมน Facebook 八卦
ถ้า ASEAN คือ 1 ประเทศ จะใหญ่แค่ไหน? /โดย ลงทุนแมน
แล้วเราเคยสงสัยไหม ถ้าเรามอง ASEAN เป็นหนึ่งประเทศ
ประเทศนี้จะน่าสนใจอย่างไร
ลงทุนแมนจะเล่าให้ฟัง
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อยากรู้ความเป็นไปของเศรษฐกิจโลก ต้องเข้าใจอดีต
เศรษฐกิจโลก 1,000 ปี พิมพ์ครั้งที่ 6
สั่งซื้อได้ที่ (รับส่วนลด 10% จากราคาปก 350 บาท)
Lazada : https://www.lazada.co.th/products/1000-i714570154-s1368712682.html
Shopee : https://shopee.co.th/product/116732911/6716121161
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เริ่มที่เรื่องเศรษฐกิจกันก่อน
ปี 2009 ASEAN มีมูลค่า GDP เท่ากับ 46 ล้านล้านบาท
หรือมีมูลค่าประมาณ 2.3% ของ GDP โลก
ปี 2019 ASEAN มีมูลค่า GDP เท่ากับ 96 ล้านล้านบาท
หรือมีมูลค่าประมาณ 3.5% ของ GDP โลก
ดูแบบนี้ต้องบอกว่า เศรษฐกิจของ ASEAN นั้นเติบโตเร็วกว่าเศรษฐกิจโลกในช่วง 10 ปีที่ผ่านมา และด้วยมูลค่า GDP ดังกล่าว ASEAN จะมีขนาดเศรษฐกิจใหญ่เป็นอันดับที่ 5 ของโลก แซงหน้าอินเดียในวันนี้
ต่อมาก็เรื่องของประชากร
ปัจจุบัน ASEAN นั้นมีประชากรทั้งหมด 654 ล้านคน มากสุดเป็นอันดับที่ 3 ของโลก เป็นรองเพียงจีนและอินเดีย
รู้ไหมว่า ภายใน ASEAN นั้น มีจำนวนประชากรวัยแรงงานที่มีอายุตั้งแต่ 15-60 ปี ถึง 405 ล้านคน หรือประมาณ 62% ของจำนวนประชากรใน ASEAN
ขณะที่ประชากรที่อายุต่ำกว่า 35 ปี มีจำนวนถึง 380 ล้านคน หรือ 58% ของจำนวนประชากรทั้งหมด
พอเรื่องเป็นแบบนี้ จึงทำให้นักลงทุนต่างชาติมอง ASEAN ว่าเป็นตลาดแรงงานและตลาดผู้บริโภคที่มีศักยภาพและมีขนาดใหญ่แห่งหนึ่งของโลก และน่าจะเป็นอย่างนี้ต่อเนื่องไปอีกหลายสิบปี
ด้วยความที่ ASEAN เป็นตลาดแรงงานขนาดใหญ่ และต้นทุนค่าแรงที่ไม่สูงเมื่อเทียบกับหลายประเทศ จึงทำให้ที่นี่เป็นแหล่งที่ได้รับการลงทุนโดยตรงจากต่างประเทศมากที่สุดแห่งหนึ่งของโลก
ปี 2000 การลงทุนโดยตรงจากต่างประเทศเข้ามายัง ASEAN ประมาณ 0.7 ล้านล้านบาท
ปี 2018 การลงทุนโดยตรงจากต่างประเทศเข้ามายัง ASEAN ประมาณ 4.8 ล้านล้านบาท
หลายปีที่ผ่านมาเศรษฐกิจของ ASEAN เติบโตเฉลี่ยมากกว่าปีละ 5% และมีการคาดกันว่า ASEAN จะยังสามารถรักษาอัตราการเติบโตทางเศรษฐกิจระดับนี้ไปได้ถึงปี 2050
ซึ่งถ้าเป็นแบบนั้นจะทำให้
ภายในปี 2030 ชนชั้นกลางของ ASEAN จะเพิ่มมาอยู่ที่ 334 ล้านคน จาก 91 ล้านคนในปี 2010
ภายในปี 2050 มูลค่า GDP ของ ASEAN จะเติบโตมีขนาดใหญ่เป็นอันดับที่ 4 ของโลก ตามหลังจีน อินเดีย และสหรัฐอเมริกาเท่านั้น
และที่ลืมไม่ได้คือ การท่องเที่ยวที่ถือว่าเป็นจุดเด่นของ ASEAN เนื่องจากหลายประเทศที่นี่มีสภาพอากาศที่เหมาะแก่การเดินทางท่องเที่ยว เมื่อรวมกับการมีแหล่งท่องเที่ยวจำนวนมาก ทั้งยังมีค่าครองชีพที่ไม่สูงเมื่อเทียบกับอีกหลายประเทศ
จึงทำให้ ASEAN นับเป็นหนึ่งในจุดหมายปลายทางสำคัญของนักท่องเที่ยวทั่วโลก
ในปี 2019 มีจำนวนนักท่องเที่ยวมา ASEAN ถึง 133 ล้านคน และคาดว่าจะเพิ่มถึง 155 ล้านคนในปี 2022
ซึ่งด้วยจำนวนนักท่องเที่ยวในปัจจุบัน
ได้ทำให้ ASEAN มีจำนวนนักท่องเที่ยวแซงหน้าฝรั่งเศส ประเทศที่มีนักท่องเที่ยวเข้ามาประเทศมากที่สุดในโลก ณ ปัจจุบัน ที่ 89 ล้านคน
ดูเหมือนว่าหลายๆ อย่างใน ASEAN กำลังเติบโตขึ้นเรื่อยๆ
ที่สำคัญประเทศไทยของเราก็มีบทบาทสำคัญใน ASEAN
วันนี้เป็นโอกาสของประเทศไทยที่จะเตรียมพร้อมเติบโตไปกับประเทศเพื่อนบ้านหลายประเทศของเรา
และเราน่าจะทำตัวเป็นศูนย์กลางในภูมิภาคนี้ได้
ไม่ว่าจะเป็นทำเลที่ตั้ง
โครงสร้างพื้นฐาน
ขนาดเศรษฐกิจ
ที่น่าจะเอื้ออำนวยให้เราเป็นตัวแทนของ ASEAN ได้
แม้จะมีอีกหลายเรื่องที่เราต้องพัฒนาให้มากกว่านี้เพื่อรองรับโอกาสที่จะมาถึง
ทั้งเรื่องภาษา โครงสร้างพื้นฐานเพิ่มเติม หรือแม้แต่การปรับปรุงกฎหมายเอื้ออำนวยให้ไทยเป็นที่ตั้งของสำนักงานต่างประเทศ
แต่ถ้าเราทำได้ และปรับตัวให้เร็ว
ประเทศไทยก็จะมีโอกาส ที่จะร่วมเป็นส่วนหนึ่งในการเติบโตของ ASEAN ในครั้งนี้..
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อยากรู้ความเป็นไปของเศรษฐกิจโลก ต้องเข้าใจอดีต
เศรษฐกิจโลก 1,000 ปี พิมพ์ครั้งที่ 6
สั่งซื้อได้ที่ (รับส่วนลด 10% จากราคาปก 350 บาท)
Lazada : https://www.lazada.co.th/products/1000-i714570154-s1368712682.html
Shopee : https://shopee.co.th/product/116732911/6716121161
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ติดตามลงทุนแมนได้ที่
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References
-https://www.aseanstats.org/wp-content/uploads/2017/03/ASYB_2010.pdf
-https://www.worldometers.info/gdp/
-https://www.weforum.org/agenda/2020/06/8-ways-asean-consumer-habits-will-change-by-2030-shaped-by-covid19-tech-and-more?fbclid=IwAR0Wyfon5ROJ8JU6Xyktye8rb50rPWBX1iq1XwT2ug5ooT7VggueTOrjuB0
-https://asean.org/asean-investment-report-2019-fdi-services-focus-health-care/
-https://www.usasean.org/why-asean/growth
-https://www.worldometers.info/world-population/thailand-population/
-https://seasia.co/2020/02/11/revealed-tourist-arrival-to-asean-countries-2019
-https://www.farandwide.com/s/most-visited-countries-792c34d8901f4bc9
-https://en.wikipedia.org/wiki/List_of_ASEAN_countries_by_GDP
-https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)
asean fdi 2020 在 Tifosi Facebook 八卦
10 điều tích cực & 10 điều tiêu cực của Việt Nam trong năm 2019:
(*) Tích cực
1. Tổng giá trị xuất nhập khẩu vượt 500 tỷ USD. Xuất siêu cán mốc 10 tỷ USD, cao nhất lịch sử. Chính thức đánh bại Thái Lan, vươn lên trở thành cường quốc xuất khẩu hàng hóa sản xuất thực tế số 1 Đông Nam Á.
2. GDP năm 2019 dự báo trên 7%, chỉ số giá tiêu dùng khoảng dưới 3%. Duy trì tăng trưởng vững mạnh trong khi xu thế khu vực và thế giới giảm và trên đà tụt dốc. Bên cạnh đó, GDP Việt Nam sau khi tính lại có thể đã vượt Philippines, ngang bằng với Malaysia và Singapore.
3. Tổ chức thành công Hội nghị thượng đỉnh Liên Triều giữa Hoa Kỳ và Triều Tiên, một trong những hội nghị then chốt nhất trong năm 2019 của cả thế giới. Chính thức nhận "ấn" trở thành Ủy viên không thường trực Hội đồng bảo an Liên Hợp Quốc, bên cạnh đó "cầm cờ" Chủ tịch ASEAN.
4. Nợ công giảm xuống mức 56% vào năm 2019. Điều đáng chú ý là chỉ số này liên tục giảm trong những năm gần đây. Nếu xét theo GDP mới, nợ công Việt Nam hiện chỉ chiếm 39% GDP. Một tín hiệu tích cực và lạc quan.
5. Công tác xử lý tham nhũng được xử lý. Tiêu điểm là trọng án Mobifone và AVG, các cán bộ Đồng Nai, Khánh Hòa, Hà Giang... Rất nhiều cán bộ cấp cao được xử lý, lấy lại được niềm tin của nhân dân.
6. Ký kết EVFTA giữa Việt Nam và EU, đây là hiệp định quan trọng nhất trong năm 2019 được ký kết giữa Việt Nam và một bên khác. Đáng chú ý rằng, chỉ có duy nhất Việt Nam là quốc gia đang phát triển duy nhất được và dám ký kết hiệp định này. Các quốc gia khác ở châu Á có hiệp định này bao gồm: Trung Quốc, Nhật Bản, Đài Loan, Hàn Quốc và Singapore.
7. Ra mắt cổng dịch vụ công quốc gia, giảm tải thủ tục hành chính, hỗ trợ người dân, giảm cơ chế hoạt động quan liêu và bao cấp của cán bộ.
8. Khát vọng "Made in Vietnam" của cả dân tộc và lần đầu tiên trong lịch sử, Việt Nam ghi tên mình vào bản đồ sản xuất công nghệ thế giới. Đó bao gồm: Công nghệ 5G, chiếc xe ô tô hoàn chỉnh đầu tiên, những chiếc điện thoại đầu tiên, điều chế thành công vắc-xin dịch tả châu Phi, sản xuất thành công tên lửa, máy bay không người lái, radar. Việt Nam tăng 10 bậc trong năng lực cạnh tranh toàn cầu, trở thành điểm sáng trong khu vực trong cuộc cách mạng công nghệ lần thứ Tư.
9. Đoàn thể thao Việt Nam "bá đạo" Đông Nam Á, chính thức lật đổ ngôi vị vương quyền của Thái Lan tồn tại trong khoảng 30 năm. Việt Nam còn tước luôn uy quyền của Thái Lan trong bóng đá, thâu tóm toàn bộ các bộ huy chương bóng đá, chiếm ưu thế tuyệt đối trong các môn thể thao Thế Vận Hội.
10. Duy trì và thực thi chủ quyền dân tộc tại các đảo, quần đảo của Việt Nam tại Biển Đông. Đưa vấn đề Biển Đông ra trước Liên Hợp Quốc, các cuộc họp song phương, đa phương.
(* Tiêu cực.
1. Xuất khẩu tăng cao nhưng các doanh nghiệp FDI vẫn chiếm tỷ trọng rất cao, khoảng gần 63%. Bên cạnh đó giá trị nhập khẩu của nước ta vẫn quá lớn, gây báo động khi các quốc gia khác tận dụng Việt Nam trở thành điểm "trung chuyển" cho giao thương hàng hóa lách quan thương chiến Mỹ Trung.
2. Các công trình "thế kỷ" vẫn... thế kỷ. Đó là dự án Cát Linh - Hà Đông trễ hẹn vận hành liên tục, dự án Bến Thành - Suối Tiên lùi lịch khánh thành sang quý IV, 2021.
3. Các sự cố môi trường tiếp tục trở thành vấn đề nóng trên nghị trường cũng như xã hội. Có thể kể đến bao gồm: Vụ cháy Rạng Đông, vụ bụi mịn trên các ứng dụng đo không khí Air Visual, vụ tàu chở dầu ở Cần Giờ, nhà máy nhiệt điện Vĩnh Tân...
4. Vụ việc thảm cảnh 39 người chết khi lao động bất hợp pháp tại Anh Quốc. Vụ khảng 130 người trốn làm việc tại Hàn Quốc, và một số bê bối liên quan đến người Việt Nam khi làm và lao động tại nước ngoài.
5. Dịch tả lợn châu Phi đã khiến Việt Nam thiệt hại gần 3600 tỷ VND, bên cạnh đó phải tiêu hủy gần 6 triệu con lợn. Tương đương với khoảng 25% tổng số lợn tại Việt Nam. Điều này gián tiếp đẩy chỉ số giá tiêu dùng tại Việt Nam tăng cao.
6. Moody’s hạ bậc tín nhiệm của Chính phủ Việt Nam và 18 ngân hàng lớn trong nước.
7. Mỹ đưa Việt Nam vào danh sách các nước "cố tình thao túng tiền tệ" nhằm mục đích vụ lợi cho nền kinh tế Việt Nam. Thực ra thì đưa vụ việc này vào, có vẻ không đúng lắm. Nhưng dĩ nhiên trong tình cảnh "em đâu có biết gì đâu" thì ngoài mặt, đây vẫn là một sự kiện tiêu cực.
8. Bê bối ASANZO và thách thức đối với các doanh nghiệp Việt Nam về hàng hóa, nhãn mác: "Made in Vietnam".
9. Việt Nam có thể trở thành "điểm đen" khi các quốc gia khác tận dụng lợi thế để tạm nhập và xuất hàng đến Mỹ, EU. Điều này vi phạm các quy định thương mại về đầu tư, bảo hộ hàng hóa.
10. Nhiều vụ trọng án trong nhiều lĩnh vực được phanh phui. Đặc biệt trong lĩnh vực tham nhũng với Phó thủ tướng, Thứ trưởng Bộ Quốc Phòng, các lãnh đạo các tỉnh thành trong cả nước... Ngoài ra, án hình sự với các thảm án, ma túy... Lò cháy củi lửa cả năm!
Theo ý kiến của cá nhân #tifosi
Bài tiếp theo: 10 xu thế phát triển Việt Nam trong năm 2020.
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