Big VS Little Dragon

efinAI

โลกในมุมมองของ Value Investor ดร. นิเวศน์ เหมวชิรวรากร Big VS Little Dragon ในช่วงนี้ผมเริ่มมองหาการลงทุนแบบ “Semi-Active” ที่จะลงทุนแบบเลือกตลาดหุ้นและหุ้นหรือกลุ่มหุ้นที่จะลงทุนแล้วสามารถถือหุ้นไปได้ยาวนานเป็นปี ๆ และจะปรับเปลี่ยนต่อเมื่อเห็นว่าเหมาะสมกับสถานการณ์ในตอนนั้นที่อาจจะเปลี่ยนแปลงไปจากแนวคิดเดิมอย่างชัดเจนแล้ว และประเทศหรือตลาดหุ้นที่ผมกำลังพิจารณาอยู่มี 2 แห่ง นั่นก็คือ จีนที่ตลาดหุ้นฮ่องกง และตลาดหุ้นเวียดนาม เหตุผลใหญ่อยู่ที่ขนาดของประเทศและเศรษฐกิจที่คึกคักและแข่งขันได้ในระดับโลกและอยู่ได้ในระยะยาว

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