Matthews Asia: Misperceptions Of Thailand – ValueWalk Premium

Matthews Asia: Misperceptions Of Thailand

Misperceptions Of Thailand by Tarik Jaleel, CFA - Matthews Asia

On a recent research trip to Thailand, I had the chance to evaluate some commonly held misperceptions about the long-term outlook for the country’s economy.

One common misperception about Thailand, for example, is that its rapidly greying population makes its markets and companies relatively unattractive for investments compared to neighboring countries like the Philippines, Vietnam, Myanmar and Indonesia. We believe that this generalization discounts the dynamism of several . . .


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