Four analysts and financial executives have unveiled investment strategies for the AI era, stating that the AI theme is not a bubble but a key engine driving the global economy, with expansion into data center energy and healthcare sectors. Meanwhile, gold has become a full-fledged safe-haven asset as central banks worldwide accelerate accumulation, particularly China, which has reduced its holdings of U.S. Treasuries and turned to buying large amounts of gold. This has set global gold price targets at $4,800-$6,000. Thai stocks are beginning to recover with foreign capital inflows, especially commercial banks, energy companies like PTT, and hospitals like BDMS, which are attractive for long-term investment. Additionally, it is recommended to adjust portfolios using a Core & Satellite approach in an 80:20 ratio to cope with increased volatility from AI trading and automated trading systems.
Bangkok Dusit Medical Services Public Company LimitedThai stocks recovering with foreign inflows; hospitals like BDMS attractive for long-term investment.
PTT Public Company LimitedThai stocks recovering with foreign inflows; energy companies like PTT attractive for long-term investment.
