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Search Result for “strategist”

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THAILAND

Is it bye-bye Pheu Thai?

Published on 23/08/2025

» The ruling Pheu Thai Party is in freefall with no sign of bottoming out. However, the pressing question is: Can the party reverse its decline in time for the next election, which could come sooner rather than later?

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INVESTMENT

Thai markets to stay volatile for rest of year

Business, Nuntawun Polkuamdee, Published on 20/08/2025

» Bualuang Securities (BLS) expects Thailand's stock market to remain volatile in the second half of 2025 as domestic and external headwinds continue to weigh on sentiment, though a recovery is possible in the final quarter that could lift the Thai index to 1,280 points by year-end.

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OPINION

EU could win trade war with US

News, Published on 12/08/2025

» The US-EU trade deal has been heavily criticised as a capitulation by the bloc. But if you dive into the agreement details, the European Union is likely not only to suffer less than the US but may even see its economy benefit from the new global tariff regime.

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GENERAL

Thai asset rally set to extend on tariff relief, foreign inflows

Published on 11/08/2025

» The Thai baht’s rally this quarter looks poised to extend, fuelled by easing trade tensions and a resurgence of foreign interest in local equities.

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INVESTMENT

Pine Wealth sees upside for Thai equities

Business, Nuntawun Polkuamdee, Published on 04/08/2025

» Though trade-related tariff risks have eased, the political vacuum remains an uncertainty for the Thai market, while attractive valuations and renewed foreign inflows present upside opportunities, says Pine Wealth Solutions Securities.

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OPINION

Dollar at risk of being left behind

News, Published on 04/08/2025

» Europe and Asia could leverage US President Donald Trump's "America First" strategy for their own benefit, eventually spurring the development of regional tripolar FX blocs that could erode the dominance of the US dollar and reshape global markets.

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GENERAL

Analysts urge caution given US-China trade impasse

Business, Published on 02/08/2025

» The 19% US reciprocal tariff on Thai exports, which is on par with regional economies, is seen as a short-term boost to the investment climate, but policymakers need to address economic risks down the road including the unresolved US-China trade war, pundits say.

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WORLD

Trump's Maga base defies conservative pro-Israel doctrine

AFP, Published on 30/07/2025

» WASHINGTON - Unconditional support for Israel has long been an entry requirement in US Republican politics, but that orthodoxy is being challenged by President Donald Trump's populist base -- where invocations of the "special relationship" are falling on deaf ears.

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INVESTMENT

Analysts wary of border standoff

Nuntawun Polkuamdee, Published on 29/07/2025

» Analysts recommend avoiding Thai stocks that have significant exposure to Cambodia and suggest investors monitor the border situation as it could escalate and subsequently affect the economy.

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PROPERTY

What luxury property buyers really want

Kanana Katharangsiporn, Published on 26/07/2025

» With affluent consumers seeking an emotional connection and alignment with their values, these demands require real estate agents to evolve.