อย่าหลงเชื่อ 'เรื่องเล่า' ในตลาดเกิดใหม่ ถ้าคุณยังไม่เห็นข้อมูล

That's a common trap. The allure of a good narrative can easily override a sober look at the underlying figures, especially in less transparent markets. It highlights the importance of robust, independent data sources.

That's a tough but valuable lesson. It highlights the constant tension between qualitative narratives and hard quantitative data, especially in EM where information can be less transparent or harder to verify.

It's always the 'narrative' that gets you, isn't it? Seems like every early-stage EM tech story is either the next Silicon Valley or the next cautionary tale for your portfolio. Good reminder to check under the hood before buying the whole car.