Continue to Underweight Thai Equities If the Index Rises
The US Dollar Index has strengthened by 3.0% MTD, spurred on by domestic factors, particularly the Fed's likelihood of reducing interest rates...
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Underweight Thai Equities; Overweight Bonds Instead
Thailand's inflation rate for the first nine months of 2024 was just +0.2% YoY - significantly lower than the BoT's forecast of +0.6% YoY but...
82 Views
Weekly Strategy: Outlook for the SET Index: Reduce Weighting of Thai Equities, While Increasing the Weighting of Thai Bonds
Technically, the SET Index is expected to weaken, with the support at 1,462/1,457 points and the resistance at 1,475/1,482 points. We therefore...
89 Views
Warning!!! SET at Risk of a Brief Correction
The baht's stronger appreciation compared to regional currencies has prompted a verbal intervention from the BoT, increasing the pressure on the...
88 Views
China's Manufacturing and Services PMIs
Technically, the SET Index is expected to move sideways up, with the resistance at 1,460/1,465 points and the support at 1,446/1,438 points. We...
92 Views