สรุปเศรษฐกิจไทย ย้อนหลัง 35 ปี /โดย ลงทุนแมน
จริงๆ แล้ว ช่วงก่อนเกิด Covid-19 เศรษฐกิจไทยมีการเติบโตที่ชะลอตัวอยู่แล้ว
ซึ่งแน่นอนว่า การระบาดของ Covid-19 ก็ทำให้เศรษฐกิจของเรายิ่งย่ำแย่ลงไปอีก
ตอนนี้สงคราม Covid-19 ในประเทศไทยดูเหมือนจะใกล้จบลง...
Continue ReadingSummary of Thai economy 35 years back / by Investing Man.
In fact, before Covid-19, the Thai economy has slowed growth.
The Covid-19 outbreak certainly makes our economy worse.
Now the Covid-19 war in Thailand seems to be close to ending.
But the economic war we are facing seems to never end easily.
How interesting is this? Invest man will tell you about it.
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One of the important beginnings that made Thailand's economy grow in the past. Happened in July. B.E. 1985
When the US that was a huge trade deficit, wanted to reduce USD in comparison to major currency such as Japanese yen and Western Germany's mark, that incident led to Plaza Accord deal.
Even Thailand doesn't directly contribute to such things, but the weakening of US dollars has greatly positively affected the economy of Thailand.
At that time, Thailand has a baht bankrupted with 10 currency basket of the world's main currency. But over 80 % is tied to the USD. This is why the export sector of Thailand has an anime. Let's go too.
Moreover, Japanese yen is heavier than it hits the country's export sector.
This makes the government and private sector of Japan need to look for potential manufacturing bases to do exports, especially in countries where there is no higher wage costs.
While the unrest is neat because the war between Vietnam and Cambodia has resulted in Thailand to become the top choice of Japan and many countries.
Foreign direct investment comes into Thailand to create a phenomenon called the decade of growth of Thailand.
Eastern Seaboard Development Area Development Project is also available for heavy industrial development to create economic value for Thailand in the long term.
This story is why during 1987-1996, the Thai economy grows on average 9.3 % per year, especially in 1988 that has reached 13.3 % level.
This story makes many people say that Thailand will become the 5th tiger of Asia or countries where the economy is rapidly evolving like Hong Kong, Singapore, South Korea and Taiwan. These 4 countries have become now developed countries.
But this kind of picture that many people hope to happen to Thailand again. It seems to be faded.
Because in the past 10 years, Thai economy has likely slowed down continuously.
Year 2010-2014 GDP Thailand grows on average 3.9 % per year.
Year 2015-2019 GDP Thailand grows on average 3.4 % per year.
The latest in 1 quarter, 2020 Thai economy is 1.8 % negative and it's quite certain that the 2th quarter is ending. Thai economy will be heavily negative because of losing tourists and social distances.
Year 2019 export sector worth 7.6 trillion baht or around 45 % of GDP value.
The income from foreign tourists is worth 1.9 trillion baht or around 11 % of GDP.
The competitiveness of these 2 industries is also based on the movement of Baht.
Now the baht is getting heavier again. Many people are concerned that it will affect future export and tourism income. Even Covid-19 situation in Thailand will look better.
Even the Bank of Thailand is trying to take care of the money from being too hard by selling Baht and buying US dollars.
The evidence is that the Bank of Thailand's international reserve capital has risen more than $ 10,000 million in March to May this year, but it seems that the baht continues to rise.
Of course, the hardness of the baht is both good and bad.
But for Thailand relying on exports and tourism in a greater proportion, it seems to be negatively affecting the Thai economy in the overview.
In the past, we often hear news that many companies gradually close business. Many companies reduce investment. Due to not being able to tolerate the economic downturn, we see increasing number of unemployed countries.
End of quarter 1/2019 There are 346,480 unemployed people in Thailand.
End of quarter 1/2020 There are 391,770 unemployed people in Thailand.
When combined with new graduates entering the labour market, around 400,000 people may increase the number of unemployed in the future.
Information from the industrial department indicates that the number of licensed and informed companies are likely to decrease.
First 4 months of 2019 number of 1,054 Factory
First 4 months of 2020 number of 876 Factory
Moreover, foreign direct investment, which is an investment in the real economic sector through bringing resources, manufacturing, labor and technology into destination countries. Most of which are long-term investments for Thailand are likely to slow down since 2018
Year 2018 Foreign direct investment equals 426,749 million Baht.
Year 2019 Foreign direct investment equals 196,350 million Baht.
Specifically, the investment from Japan in 2019 is reduced to just 79,264 million baht below the level of hundred thousand million baht for the first time since 2015
It seems that the situation of Thailand's Covid-19 is slowly getting better, but there are many things that are challenging the country's economy.
How do we get the country back to growth
How can we make our country move beyond developing countries into developed countries?
To make Thai people live better lives.
Which questions these questions.
It's a question that has been in the heart of many Thai people for long
And it should continue to be the question of our children's generation..
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via Facebook Live. Metro Systems BIG page with 3 lecturer. Experience.
Mr. Kasem Sukurakun, independent scholar and expert AEC.
Mr. Kittiphong, cuddle Sawapitchayon Country Manager, IBM Cloud & Cognitive Software
You have a fortune. SOKUMA Digital Transformation Officer, MetroStemes Corporation.
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References
-https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?locations=TH
-https://en.wikipedia.org/wiki/Economy_of_Thailand
-https://en.wikipedia.org/wiki/Map_Ta_Phut_Industrial_Estate
-https://www.nesdc.go.th/ewt_dl_link.php?nid=10212&filename=QGDP_report
-http://tradereport.moc.go.th/Report/Default.aspx?Report=TradeBalanceMonthly&Lang=Th
-https://www.bot.or.th/App/BTWS_STAT/statistics/BOTWEBSTAT.aspx?reportID=80&language=TH
-https://www.diw.go.th/hawk/content.php?mode=spss63
-https://www.bot.or.th/App/BTWS_STAT/statistics/ReportPage.aspx?reportID=653&language=thTranslated
同時也有1部Youtube影片,追蹤數超過36萬的網紅OOC,也在其Youtube影片中提到,Planet OOC - Unworldly sound-collector Facebook: https://www.facebook.com/OOCpages Website: http://www.ooc-life.com KIVΛ 來自台灣的EDM玩家,2013開始接觸數位EDM製...
big picture asia 在 AppWorks Facebook 的最讚貼文
"Every wave of tech changes the world...and gets regulated."
Benedict Evans is an independent analyst with a history in consulting, venture capital, and strategy. He publishes essays read by tech insiders and enthusiasts, and every year he produces a big presentation digging into macro and strategic trends in the tech industry.
"This year, ‘Standing on the shoulders of giants’ looks at what it means that 4B people have a smartphone; we connected everyone, and now we wonder what the Next Big Thing is, but meanwhile, connecting everyone means we connected all the problems. Tech is becoming a regulated industry, but we don’t really know what that will mean."
While the video of the presentation hasn't been released yet, the deck (link below) paints an interesting picture of what's going on in the tech industry this decade. Some takeaways that stuck out to me in the report:
1. EC is huge at $500B in the US but it's only 15% of the total addressable market of retail. While more people are shopping online, the offline experience is still important for many shoppers.
2. Advertising is expanding its reach but mostly in product ads. Google Shopping is taking over more space in the Google Network, and Amazon is now taxing product search as they have a $10B search ad business.
3. We're seeing slower growth for Netflix and a continuing decline in paid TV, but YouTube and other streaming entertainment services like Twitch continue to gain popularity.
4. There's more and more investment outside the US, which we're seeing real-time here in Greater Southeast Asia.
5. The next smartphone could be AR and to take it one step further, high tech contact lenses and other AI-powered devices may end up dominating the market.
6. Regulation and policies have always been at the forefront of tech. In fact, venture capital and Silicon Valley exists due to regulations from the US government, and things don't seem to be changing anytime soon. Media will continue to highlight the role of tech when it comes to politics and regulations.
Take a read when you get a chance as it's chock-full of interesting data points: https://www.ben-evans.com/presentations
- By Natalie Feng Lin, Analyst
big picture asia 在 AppWorks Facebook 的精選貼文
[Undressing the Big Verticals: Finding Disruption Strategies in Greater Southeast Asia]
Huge businesses online and offline wear a facade of dominance. In a world where software and cloud storage is cheap compared to even five years ago, these facades are just facades.
Any smart founder who can understand a niche market and its customers, can disrupt these businesses by offering a much better experience to a global set of users, simply by showing that the emperors wear no clothes.
Take a look at the first photo. Each of the eight startup companies in the first image were taken out of the listings page (literally) of online classifieds business Craigslist, depicted in the second picture. This platform's offerings became so big and varied that it suffered from entropy.
The markets tapped into by these startups are bigger than what Craigslist alone could utilize. Meaning that the gold threads Craigslist was wearing were really just a myth. As submarkets became exploitable, startup founders started picking them off.
These two images offer great insights for founders in Greater Southeast Asia, where businesses are sometimes conservatively managed, and where conglomerates and gigantic industry players operate in large local markets.
This is because the new companies do one niche thing very well dating; food; home-sharing, etc. In a mobile-use heavy market, people love these apps. The focused offerings and their ease of use make them fun to use, and they solve problems quickly and efficiently.
Why does this happen? What should founders in GSEA do with this information?
1. There are two reasons why this happens. First, big platforms trying to do everything for everyone will find it hard to manage all of the areas of the business. It's a result of organizational entropy. Consumers in a diverse global software environment will be easily distracted by new choices that big organizations cannot exploit in a fast way.
It also happens because founders using cheaper and more agile software tools can find niche areas in big platforms that they can exploit much more quickly, and offer to consumers using a better user experience. They understand the needs of the niche customer better. They find ways to make it interesting and engaging.
After all, swiping left and right on Tinder is actually really fun and an engaging use of time. Right?
2. Founders in GSEA are working in a region where it should be relatively easy to find big industry players in the market and find ways of disrupting their existing dominance.
In a region that is still relatively conservative in business compared to the rest of the world, and where large conglomerate players usually dominate the local markets, software disruption is primed and ready.
If you would like to test out exploits and software platform ideas in niche areas dominated by big industry players in a gigantic market, check out our accelerator class #20.
We are taking applications until December 16. Join here: http://bit.ly/AWdisrupt
Image source: Platforms vs Verticals and the Next Great Unbundling by a16z -- https://a16z.com/2019/09/11/platforms-verticals-unbundling/
Doug Crets
Media and Communications, AppWorks Accelerator
big picture asia 在 OOC Youtube 的精選貼文
Planet OOC - Unworldly sound-collector
Facebook: https://www.facebook.com/OOCpages
Website: http://www.ooc-life.com
KIVΛ
來自台灣的EDM玩家,2013開始接觸數位EDM製作,以Progressive、Melodic、Trance為主要曲風,並嘗試將各種不同的個人風格與元素融入EDM之中。
2013與雷亞遊戲公司合作,正式以KIVΛ名義於SoundCloud與Facebook上活動。
Kiva, talent from Taiwan. Commenced EDM producing since 2013, with progressive, melodic, trance as its major genre. Big ups to this young talent from east asia!
KIVΛ:
https://soundcloud.com/kivawu
https://www.facebook.com/KivaOfficialTW
If you're a musician of any genre, please contact oocplanet@gmail.com with your song/demo/remix ,etc. and your masterpiece will be in queue on our channel!
If you'd like to submit a picture or moving background, you can send it here with OOC giving you full credit: oocplanet@gmail.com
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