Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 24 Oct 2025
China: Growth Slows, Stimulus Likely Ahead: Q3 GDP rose 4.8% YoY, below earlier quarters and forecasts (previously expected 5.5% FY growth, now...
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Krungthai XSpring Zoom Eng. October 15, 2025
Domestically, the outlook is slightly positive ahead of today’s Economic Cabinet meeting, which may unveil a four-month economic stimulus plan.
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Krungthai XSpring Zoom Eng. October 9, 2025
Although the MPC’s decision to hold rates against market expectations may pressure financial stocks, it should support banks and stocks benefiting...
374 Views
China - Managing the growth slowdown amidst a ‘hot’ stock market
Domestic weakness broadened over the summer, with investment growth cooling sharply. We expect Beijing to add targeted stimulus to safeguard...
446 Views
China - Geneva truce softens export shock, but uncertainty remains
Following an acceleration in growth momentum in March helped by frontloading and stimulus, April data showed the impact of the escalating US-China...
525 Views