Strategy Update: Fear > Greed: No Fund Inflows, No Upside (Cash Remains King)
Given the current pervasive downside risks to the SET, along with the looming potential for it to touch a new low for the year (with this year's...
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Today's Dominant Ideas
Technically, the SET Index is expected to weaken, with the resistance at 1,432/1,440 points (10-day EMA) and the support at 1,413/1,400...
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Economic Update: Fed Signals Higher-for-Longer Rate
The FOMC yesterday decided to maintain the policy interest rate at 5.25-5.50%, as anticipated. Nevertheless, the post-meeting dot plot paints a...
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Fund Flows to EM Equities Hit a Low Since China's Lockdowns
We see downside risk to the SET, based on the current fundamental level being lower than the fair value and the expectation that there will be no...
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Effect of High US Bond Yields
In August, despite investors' more optimistic stance on equities as highlighted in the recent Bank of America Global Fund Manager Survey, we view...
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