Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
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Thai Strategy 2021 (Part 1): Key Themes
The theme of the 2021 Thai strategy will be dominated by three things: a recovery story, a QE-inspired preference for big cap, and early-year...
489 Views
What a Biden Presidency Will Mean for Markets, the Economy and Asia
The key impact of a Biden presidency will be an initial sell-off in US equities, given that Biden has pledged to raise the corporate tax to 28%...
663 Views
Thailand: Recession Will Be Severe, but Less so than the IMF/ADB Are Forecasting
Both the IMF and ADB expect Thailand to be the worst-performing economy in Asia in 2020, respectively forecasting real GDP to decline 6.7% and 4.8%...
370 Views
China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
460 Views