ประเทศไทย ในมุมมอง นักลงทุนต่างชาติ /โดย ลงทุนแมน
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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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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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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
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