Finance & Securities: Cautious Growth Outlook; Tighter Regulation Creates Long-Term Opportunities
The finance sector is emerging from the deleveraging cycle and is expected to resume cautious growth. We maintain our Neutral weighting on the...
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Recommendation: Buy on Weakness
The SET was able to touch 1,506 points for the first time in the last 13 months, but the rapid rise caused it to face profit taking, especially in...
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Economic Update: MPC Votes 5:2 to Cut Rate to 2.25%
The latest Monetary Policy Committee (MPC) meeting resulted in a 5 to 2 vote to reduce the policy interest rate by 25 bps to 2.25%, a move that...
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Economic Update: Inflation in September 2024
There remains a possibility that the Monetary Policy Committee (MPC) may lower interest rates in the remainder of this year, despite market...
91 Views
Recommendation: Buy On Weakness, Sell On Strength
The SET outperformed other Asian bourses despite the baht's depreciation, with foreign investors selling for the third consecutive day. The index...
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