วันพฤหัสบดีที่ 4 กุมภาพันธ์ พ.ศ. 2559
Investment Plan with Swing and Weak Economy around the World.
Investment Plan on 2016. Year 2016, World Economy growth still weak and not stable. IMF forecast world economy growth 3.5%. In Thailand GDP growth 0.8% and 3% (forecast 2016). All stock markets are tumble 10-20%. Shanghai Composite Index down more than 50% from top on middle 2015. All effects and economic problem came from QE Monetary policy and oil price.
First, QE is qualitative easing. In year 2008, US had economic problem from mortgage-backed security and CDO. Fed print US Dollar and buy toxin asset and some asset from banking system.
Second, Oil price down from 110 USD per barrel in 2014 to 31 USD per barrel in 2016. In this situation came from oil price war. Because of, Technology can drill shale oil from shale layers. Oil Supply is over from shale oil company productivity From 2 factors can effect to the stock market around the world. Because of, So many shale oil companies are listed companies in stock markets and they lost a profit. All investors sell shale oil companies stocks. After that, most stocks in stock market is down as effect.
I have my 3 strategies about investment.
1. Invest in Low-Beta
* What is low-beta stock
- Low-beta stock is stock and price not swing follow stock index
- Almost low-beta stocks have high dividend more than same industry
2. Invest in Property Fund or REIT
* What is property fund and REIT
- Property Fund and REIT is asset and invest in real estate or property
- Some Property Fund or REIT have dividend more than 5%
- Average beta is 0.5 or less than stock index
3. Invest in Offshore
* What is offshore
- Offshore is investment about stock oversea
- We can find out some stock with good economy on that country
- Some companies sell goods or inventory around the world.
We can buy stock and become owner that companies In stock market have so many assets. We can buy ETF, Property Fund, REIT, Future Option etc. We can pick up some investment vehicles for reach your goal. However, we must be-careful about leverage and over-trade. We prefer long investment about high dividend and low-beta stocks. We belief long-term investment can make our cash flow.
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