He said there are several investment themes ? the global economic rebound, consumption and high dividend plays ? that investor can choose.
Based on the global economy recovery theme, energy, electronics and petrochemical sectors are expected to benefit from the pickup.
For high dividend plays, he recommended property and infrastructure funds.
"The political impasse weighs on market sentiment, while the state of emergency could hit tourism. However, investors can select stocks that feel less impact from the current situation for medium to long-term investment on the expectation that the political standoff will end in the first half of this year," said Mr Montree.
(c)2014 the Bangkok Post (Bangkok, Thailand)
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