Given the current global risks, there are several investment themes that could be considered for Thailand. One theme could be investing in technology and innovation, as the country has been making significant strides in this area and is positioning itself as a hub for tech startups and innovation in Southeast Asia.
Another theme could be sustainable and renewable energy, as there is a growing focus on environmental sustainability and Thailand has been investing in renewable energy projects. Additionally, healthcare and pharmaceuticals could be another potential investment theme, given the increasing demand for healthcare services in the region.
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