00:00 We will discuss the future of the US stock market in 2067.
00:07 We will also discuss which sectors and groups are interested in investing in the US stock market.
00:18 Today, we will have a discussion with Dr. Buntam and Jit Pinyolert, Head of Economist at Liberator.
00:27 Hello Dr. Buntam.
00:33 We have already discussed the US stock market.
00:35 Today, we will have a discussion about which sectors and groups are interested in investing in the US stock market next year.
00:40 Let's discuss which sectors are interesting for the next year.
00:46 This year, as you and Mr. Ice know, the Magnificent Seven is a rising stock.
00:59 Especially, the Nvidia.
01:01 The Magnificent Seven may be a bit lower in the next year.
01:06 Nvidia has risen 3 times.
01:11 It is a very strong stock.
01:16 We have listed 3-4 sectors that we expect to perform well.
01:21 The first sector is the banks.
01:26 The Fed expects to be a new soft landing for the economy.
01:31 It will slowly slow down and the price of the stock market will slowly fall in the next year.
01:39 The good indicator is that the trust will be higher.
01:45 The banks will be more profitable.
01:49 The trading activities in the stock market will be better.
01:53 The IPO will be more.
01:55 So, we expect the banks to be more profitable.
02:00 The banks will perform better in the next year.
02:05 The Magnificent Seven is a top 2-3 stock in the market.
02:12 The second sector is the healthcare sector.
02:17 We have been disappointed for 2 consecutive years.
02:22 The situation in 2020 was not good.
02:24 The situation in 2023 was not good either.
02:26 The healthcare sector and the tech sector were not good at the same time.
02:31 The tech sector was almost as good as the healthcare sector in 2023.
02:38 But the healthcare sector was still a bit behind.
02:40 We expect that the healthcare sector will be better in the next year.
02:44 We expect that the healthcare sector will be able to close the gap in the plus range.
02:49 It will have a lot of positive results.
02:52 It will have a high chance.
02:53 The M&A trend will be a good combination of the sector's business.
02:59 It will have a positive impact.
03:01 It has been better in the past.
03:03 It will be better in the future.
03:05 It will be good for the healthcare sector.
03:07 The healthcare sector will have more technology.
03:11 So, the second sector is the healthcare sector.
03:14 The second sector is the sector that has been missing for a long time.
03:18 It is the small cap.
03:20 If we compare S&P 500 with Nasdaq, S&P 500 is only 2% behind.
03:32 It peaked in 2020 when it was 2-2-1.
03:36 It peaked in Dow Jones last year.
03:40 But Nasdaq 2000 is still 17% behind.
03:44 We expect that it will be able to come back next year.
03:47 So, it is the third sector that we think is interesting.
03:50 And the last sector is the Tom Crumb sector.
03:52 It is an interesting sub-sector.
03:56 Because we think that the real rate is decreasing.
04:00 The rate of decline of Fed, which is high next year,
04:05 has a high chance of decreasing.
04:08 So, the real rate is decreasing.
04:09 It will be better.
04:11 The dollar is definitely weakening.
04:13 The weakening of the dollar will make the country,
04:15 especially the central bank, want to buy Tom Crumb.
04:19 And the risk of geopolitics,
04:23 which is higher in Israel, Hamas, Ukraine, and the South China Sea,
04:28 which will probably rise in the middle of the year,
04:30 will have a good effect on Tom Crumb.
04:32 We think that these four sectors are interesting for next year.
04:37 Thank you.
04:39 The timing of investment is also important.
04:43 When is the best time to invest?
04:45 Actually, as it happened last two weeks,
04:49 I think that the US dollar,
04:51 the first dollar,
04:53 will probably go down a little bit.
04:55 When will the Fed cut the interest?
04:57 The second dollar may be the most difficult dollar to invest in the US.
05:00 But looking at the second half of 2024,
05:04 it should be very interesting.
05:07 I think that we should gradually collect money in the first half of the year,
05:10 when the US dollar is still in the red,
05:12 and receive a return in the second half of the year.
05:15 This is a strategy.
05:17 Now, let me go back a little bit.
05:19 Let's go back to how the timing of investment of various sectors is going to be.
05:24 During the period of the whole year,
05:26 until the end of the month, on December 15,
05:29 the outstanding sector, such as the US, is the US bond market,
05:32 which is the Fed, which is the Bank of the United States,
05:34 which has risen quite strongly.
05:36 I noticed that if we divide the dividend in the 1-30 period,
05:41 if we focus on the month of October,
05:44 the best-looking sector is the Bank Group.
05:46 So we see that the Bank Group is moving forward,
05:48 or it should be interesting next year.
05:52 And during the period when the Fed announced that the interest would decrease,
05:56 the interest would decrease dramatically in the next year.
05:58 In the period of last Wednesday,
06:00 December 13-14,
06:02 the sector that rose quite strongly was the health care sector.
06:05 So we see that these two sectors may have a strength,
06:07 or a weakness,
06:09 from the period of the rise in the current period,
06:11 to the next year.
06:13 This is the part that is evaluated by the Fed
06:16 in the later period of various sectors.
06:18 Doctor, if you want to invest,
06:20 can the foreign exchange invest in Libreter now?
06:23 Yes, you can.
06:25 You can apply with Libreter,
06:28 and you can apply with Microsoft, Apple, or something like that.
06:34 You can apply and it will show up like a streaming.
06:38 The system is similar in appearance,
06:40 similar in the streaming.
06:42 It is similar, but we have our own rules.
06:45 But if you use a platform like this,
06:49 you can easily trade.
06:53 Because if you invest in Thai,
06:55 you can trade very easily without learning.
06:57 You can apply with foreign exchange.
06:59 Apple uses AAPL.
07:01 It pops up and you can trade.
07:03 You can trade a little,
07:05 if you have little money, you can trade a little.
07:07 If you have a lot of money, you can trade a lot.
07:09 And you can trade all ETFs,
07:11 not just a few stocks.
07:13 You can trade ETFs.
07:15 And if you are interested in stocks,
07:17 whether it is S&P, Nasdaq, small or large,
07:20 and if it is a foreign stock like Europe,
07:23 which has ADR,
07:25 the Deposit Receipt,
07:27 which has large stocks like Japan,
07:29 many of them,
07:31 you can trade in the app.
07:33 Okay.
07:35 You can trade in the app.
07:37 You can trade in the app.
07:39 You can trade in the app.
07:41 You can trade in the app.
07:43 You can trade in the app.
07:45 Okay. Thank you.
07:47 Thank you, doctor.
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