ตลาดหุ้นกับรัฐบาล

efinAI

โลกในมุมมองของ Value Investorดร.นิเวศน์ เหมวชิรวรากรตลาดหุ้นกับรัฐบาล ในช่วงที่กำลังมีการจัดตั้งรัฐบาลใหม่และดัชนีตลาดหุ้นก็ตกลงมาพร้อม ๆ กันจนดูเหมือนว่าการจัดตั้งและการมีรัฐบาลที่มีนโยบายหรือมีแนวความคิดทางการปกครองและการบริหารงาน โดยเฉพาะทางเศรษฐกิจ อาจจะมีผลต่อตลาดหุ้น นั่นก็คือ ดัชนีตลาดหุ้นจะขึ้นหรือลง สิ่งสำคัญอย่างหนึ่งก็คือ “รัฐบาล” ว่าที่จริง ในตลาดหุ้นพัฒนาแล้วอย่างในสหรัฐที่มีการเปลี่ยนแปลงรัฐบาลทุก 4 ปี ก็มีการศึกษาว่าระหว่างรัฐบาลที่มาจากพรรคเดโมแครทซึ่งเป็นพรรคที่อยู่ทาง

xxxxxxxxxxxxxx xxxxx xxxxxxxx

xx.xxxxxxx xxxxxxxxxxxx

xxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx “xxxxxx” xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxx” xxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxx “xxx” xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxx x xxxxx xxxxxxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxxxx

xxxxxxxxxxxxxx xxxxxxxxxxxxxxx xxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx (xxxx x xxxxxx xxxx) xxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxxxxxxx xx% xxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxx” xxxxxxxx x xxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxx xxxxxx x xxxxxxxxxxxxxxxxxxxx x xx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxx x xxxxx xxxxxxxxxxxxxxxxxxxxx xxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxx “xxxxxxxxxxxxxxxxxxxxxxxxx” xxxxxx “xxxxxxxxxxxxxxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxx x xx xxxxx xxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxx,xxx xxxxxxxxxxxxxxxxxxx xxx% xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxx “xxxxxxxxxxx” xxxxxxxxx “xxxxxxxxxxx”

xxxxxxxxx x xxxxx xxxxxx xxx xxxxxxx x xxxxxxxxx xxxx xxx xxxx xxxxxxxxxxxxx x xx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxxxxx” xxxx xxxx xxxxxxxxxxxxxxxxxxxxxxx xxxxxxx “xxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxxx x,xxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx xx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx% xxxxxxxxxxxxx x xx x xxxxx

xxxxxxxxxxxx xxxxxxx x xxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxx “xxxxxxxxx” xxxxxxxxxxxx xxxxxxxxxxxxxxx xxxx xxxxxxxx x xx x xxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxx xxxx xxxxxxxxxx xxx xxx xxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx “xxxxxxxxxxx” xxxxxxxxxxxxxxxxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxx xxxxxxxx x xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxx xxxx

xxxxxxxxx x xxx xxxxxxxxxxxxxxx xxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxx “xxxxxxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxxxxxxxxxxxxxxxx” xxxxxxxxx x xxxxxxxx x xx x xxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx xxx xxxxxxx xxx xxxxxxxxxxxxxxxx xxx% xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx xxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxx xxxx xxxx – xxxx xxxxxxxx x xx x xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxx-xxx xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxx xxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxx x xx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxx” xxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x,xxx xxx xxxx xxx% xxxxxx x xx x xxxxx xxxx x xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxx x xxxxxxxxxxxxxxxxxxx xxxxxxx xxxxxxxxxxxxxxxxxxxx xxxx -xxxx xxxxxxxx x xx x xxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x,xxx xxx xxxxx,xxx xxx xxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx.x% xxxxx xxxx x xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx x xx x xxxxx xxxxxxxxxxxxxxxxx x. xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxx xxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxxxxxxxx x,xxx xxxxxxx x,xxx xxx xxxxxxxxxxxxxx x% xxxxxxxxxxx x xxxxxxxxxxx “xxxxxxxxxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx xx xxxxxxxxxxxxxxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxx “xxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxx” xxxx x xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxx xxxxxxxxxxxxxx xxx xxxxxxx xxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx “xxxxxxxxx” xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx