Showing 1 - 10 of 68
AI remains dominant factor in 2026
Business, Nuntawun Polkuamdee, Published on 06/01/2026
» XSpring Asset Management (XSpring AM) sees artificial intelligence (AI) as the dominant investment theme in 2026, continuing to reshape global equity markets and drive long-term capital flows across regions and sectors.
Nuclear demand spikes XSpring fund
Nuntawun Polkuamdee, Published on 14/10/2025
» XSpring Asset Management (AM) says its XSpring Nuclear and Uranium Technologies Fund (X-NUCTECH) posted a return of 31.9% in baht and 39.3% in US dollars within only three months of its launch.
Thai investors still upbeat on global outlook
Business, Nuntawun Polkuamdee, Published on 08/09/2025
» Thai institutional investors are maintaining "cautious optimism" about the global economy thanks to interest rate cuts, although they remain wary of persistent geopolitical tensions and trade conflicts that could weigh on growth, according to the Association of Investment Management Companies (AIMC).
Investors urged to buy gold as price surges
Business, Nuntawun Polkuamdee, Published on 18/07/2025
» DBS Vickers Securities recommends investors increase their exposure to gold and reduce their allocation of government bonds from developed economies, predicting the bullion price will hit US$3,765 an ounce by the fourth quarter of this year.
Brokerages back dividend tax exemption
Business, Nuntawun Polkuamdee, Published on 15/07/2025
» Brokerage firms are urging the Ministry of Finance to exempt dividend tax for stock investment to help revive investors' interest in the Thai market, which has declined by more than 20% year to date.
Tourism stimulus 'likely a damp squib', says stock brokerage
Business, Nuntawun Polkuamdee, Published on 23/05/2025
» The recently approved tourism stimulus is unlikely to have a significant impact on the stagnant sector during the low season given the limited budget allocation, although aviation and hospitality stocks may benefit in the short term, says Daol Securities.
Trade war to restrain Thai stocks in Q2
Nuntawun Polkuamdee, Published on 12/05/2025
» Thai equities have limited upside in the second quarter amid prolonged global trade tensions, while the gold outlook has turned cautious, according to brokerages.
UBS boosts Thai stocks with upgrade
Business, Nuntawun Polkuamdee, Published on 20/03/2025
» UBS has upgraded Thailand's equity market to overweight from neutral, saying the peak impact of policy-driven factors behind the sell-off and the specific challenges for companies have passed.
Foreigners still underweighting Thai stocks
Business, Nuntawun Polkuamdee, Published on 14/03/2025
» Foreign investors remain underweight on Thai stocks due to concerns over slowing economic growth and declining loan expansion in the banking sector, though sentiment has gradually improved, says Maybank Securities (Thailand).
DBS: Portfolios should target tech, banks
Business, Nuntawun Polkuamdee, Published on 14/02/2025
» Investors should adjust their core investment portfolios to prioritise technology stocks and American banks, as US tax cuts will enhance corporate profit margins, while gold is recommended as an alternative asset, says Singapore-based DBS Bank.