KTX Investment Outlook 3Q26: The Broken Backbone of Global Liquidity
We believe the recent rally in US equities, particularly Al-related stocks, has masked signs of tightening global liquidity. Against this...
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KTX Ahead: Global Inflation Appears to Have Peaked, Reducing the Likelihood of Further Rate Hikes
Disinflation is beginning to emerge across Asia, in line with the trend seen in Western economies, marking a key turning point that signals the...
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Krungthai XSpring Zoom Eng. July 6, 2026
We expect Thai listed companies' earnings per share (EPS) to have bottomed out and re-enter an upward YoY trajectory in 2H26, providing a key...
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Krungthai XSpring Technical Eng. July 6, 2026
Asian bourses rebounded after weaker-than-expected US Nonfarm Payrolls eased concerns over further Fed rate hikes. The SET Index remained firmly...
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Krungthai XSpring Zoom Eng. July 3, 2026
(+) US June Nonfarm Payrolls came in at less than half of market expectations, reducing the likelihood of further Fed rate hikes and supporting...
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