Showing 1 - 10 of 11
Is this the turning point?
Business, Piyasak Manason, Published on 25/07/2020
» In our last column we warned about the great uncertainties surrounding the divergence of the economic and investment worlds, and how they may converge due to the rise of those uncertainties. It is possible that we may begin to see a turning point this month.
Two investment themes emerging in March
Business, Published on 07/03/2020
» The SET index appears likely to extend its slide in March after it slumped 13.3%, or 205 points (from 1,542 to 1,337) in February from the previous month. We see the supports at 1,250 and 1,200, while the upside would be capped at 1,400 and 1,430. The trading range is expected to be between 1,250 and 1,400. Among the key factors:
2020 scenarios for equity investors
Business, Published on 21/12/2019
» At its current level, the Thai stock market is quite attractive in terms of forward price-to-earnings (P/E) ratio and equity yield gap for 2020, especially now that progress has been made towards a Sino-US trade deal.
Headwinds ahead
Asia focus, Erich Parpart, Published on 29/04/2019
» Amid unfavourable external economic conditions and political uncertainties at home, the outlook is dimming for Thailand and other Asian countries facing an export slowdown linked to weak trade and demand growth globally.
Investors move to sidelines ahead of general election
Business, Published on 16/03/2019
» The SET Index moved sideways amid softer turnover this week as many investors started to move to the sidelines ahead of the March 24 general election. We expect Thai shares to continue in a sideways/sideways-down pattern for another week before staging a post-election rally.
Personal privacy in the balance
Business, Published on 11/03/2019
» Data is hailed as the new "oil" of the 21st century, with digitalisation changing the landscape across every segment of society and business. When valuable and personal data can be exploited for personal or corporate gain, there is a need to ensure that personal information is well protected from fraud and mischief.
Economic growth tilts up in Q4 but politics loom
Published on 18/02/2019
» The country’s economy grew at a faster pace in the fourth quarter than the previous three months, as local demand helped to offset a slide in exports, but Thailand's ongoing political divide is again threatening the economy.
SET reviving after Wall Street scare
Business, Published on 16/10/2018
» The Thai stock market -- along with other emerging markets -- took a big hit last week after the US 10-year Treasury yield surged to 3.25% from 3.05% a week earlier as investors rushed to sell government bonds in anticipation of an interest-rate increase. This led to the Dow Jones Industrial Average falling more than 1,300 points (5%) on Wednesday and Thursday with the tech sector seeing most of the decline.
Care and feeding of a fragile economy
Business, Published on 08/10/2018
» Raising the policy interest rate at a time when the country's economy remains vulnerable could stall a recovery towards sustained growth, warns Finance Minister Apisak Tantivorawong.
Investors pause before Fed decision; oil woes persist
Business, Published on 12/06/2017
» Recap: Global stock markets moved cautiously last week as investors awaited the US Federal Reserve's policy rate decision this week. Falling oil prices amid concern over rising supply from the US and Nigeria also exacerbated market sentiment. The Thai stock market moved in a very tight range on a dearth of positive factors.