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Search Result for “political analysis”

Showing 1 - 10 of 269

BUSINESS

Pine Wealth identifies several Q2 themes

Business, Nuntawun Polkuamdee, Published on 06/04/2026

» Pine Wealth Solution Securities, a subsidiary of One Asset Management, has identified gold, oil and nuclear energy as key investment themes for the second quarter amid rising inflation risks, projecting bullion to hit US$5,700 an ounce in the long term.

BUSINESS

Middle East war results in uneven impact across sectors

Business, Nuntawun Polkuamdee, Published on 27/03/2026

» The ongoing Middle East conflict is emerging as a key risk to Thailand's equity market, but its impact on corporate earnings is uneven, creating both winners and losers across sectors, according to Bualuang Securities (BLS).

BUSINESS

UOBAM bullish on Thai equities

Business, Nuntawun Polkuamdee, Published on 25/03/2026

» UOB Asset Management (Thailand) has expressed optimism about Thai equities despite short-term pressures from geopolitical tensions and higher energy costs, saying that economic recovery, returning foreign investment and improved political stability should support market growth.

BUSINESS

War impact likely to unfold in phases

Nuntawun Polkuamdee, Published on 16/03/2026

» Thailand's economy and equity market could face mounting pressure if tensions between the US-Israel alliance and Iran escalate, with risks evolving from short-term financial market volatility to a deeper economic slowdown, says InnovestX Securities.

BUSINESS

Foreign holdings of Thai stocks peak

News, Nuntawun Polkuamdee, Published on 13/03/2026

» Foreign investor holdings in Thai stocks reached a new record high of 6.11 trillion baht in January, representing 37.1% of the total market capitalisation and reflecting growing overseas interest in the equities market, says the Stock Exchange of Thailand (SET).

BUSINESS

Thai bourse buoyant on return of foreign investors

Nuntawun Polkuamdee, Published on 10/03/2026

» The Stock Exchange of Thailand (SET) has expressed confidence that foreign investors will return to Thai equities once geopolitical tensions subside, noting that Thailand could serve as a regional safe haven and that the bourse has robust mechanisms to manage volatility during periods of crisis.

BUSINESS

Investors urged to buy gold and oil

Business, Nuntawun Polkuamdee, Published on 04/03/2026

» Thailand's leading asset managers are recommending investors increase their exposure to gold and oil as geopolitical tensions in the Middle East intensify, while the country's securities regulator says it is monitoring market stability amid heightened volatility.

BUSINESS

Thailand’s 2026 growth outlook improves to 2.1%, despite structural headwinds

Nuntawun Polkuamdee, Published on 27/02/2026

» Thailand’s economic outlook for 2026 has improved modestly, though growth is expected to remain subdued, according to TRIS Rating.

BUSINESS

Bualuang Securities flags politics as primary market risk

Business, Nuntawun Polkuamdee, Published on 25/02/2026

» Domestic political uncertainty is the Thai stock market's most significant immediate risk, as it could undermine investor confidence in the short term if left unresolved, while US tariff measures are viewed as a secondary external headwind, says Bualuang Securities (BLS).

BUSINESS

Aberdeen bullish on local equities post-election

Business, Nuntawun Polkuamdee, Published on 24/02/2026

» Aberdeen Asset Management has adopted a bullish stance on Thai equities following the recent election, noting political clarity and improving stability could pave the way for renewed foreign inflows and a recovery in the benchmark index to 1,500 points.