High August CPI May Prompt MPC to Hike Rates
The consensus estimates Thai inflation at 7.95% YoY in August vs. +7.61% YoY in July. If the inflation figure is as high as expected, the MPC may...
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Market Outlook
The SET Index is expected to move sideways up, with the resistance at 1,639/1,642 points and the support at 1,613 points (25/200-day EMA) /1,605...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
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