Showing 1-10 of 12 results
-
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.
-
Cloudy global skies, sunshine for the Thai economy
Business, Piyasak Manason, Published on 27/09/2023
» In the fourth quarter of 2023, InnovestX Securities expects the global economy to slow down significantly, with three main themes:
-
The world after Covid
Business, Piyasak Manason, Published on 27/06/2020
» The second quarter of 2020 has seen a divergence between the investment world and real economic conditions. Despite a recent uptick, the global economy is still contracting: the IMF has just downgraded its global GDP forecast to -4.9% from -3.0%.
-
Be careful of the turning tide
Business, Piyasak Manason, Published on 09/09/2020
» As we expected, the global and Thai economies have reached low points not seen in decades and have begun to recover gradually in recent weeks. But in terms of investing, we are beginning to see a significant shift in the theme.
-
The end of The Great Moderation
Business, Piyasak Manason, Published on 28/07/2022
» It could be said that the era of economic normalcy is over. For about two decades before the 2008-09 global financial crisis, we witnessed what economists came to call "The Great Moderation" -- an era of moderate economic growth, low inflation, low interest rates and improved fiscal discipline. The US dollar was relatively weak while other currencies such as the yen, euro, yuan and even the baht appreciated.
-
Three headwinds for the global economy
Business, Piyasak Manason, Published on 23/10/2021
» In the past few months or so, several headwinds have emerged in the world economic arena. We have seen a sharp increase in commodity prices, including natural gas, crude oil, and coal, which has reached US$240 a tonne from about $70 last year. The result has been an electricity generation deficit in the biggest emerging economies such as China and India.
-
The future is bright, is it not?
Business, Piyasak Manason, Published on 23/01/2021
» From an economic perspective, most of the current figures continue to look worse, especially in developed economies including the United States. The US job market, retail sales and real estate figures have deteriorated for the first time since last April.
-
2021: No clear path out of the abyss
Business, Piyasak Manason, Published on 24/10/2020
» As 2020 starts drawing to a close, it is constructive to look towards the year ahead. Given how miserable and uncertain 2020 has been, it is only natural that many of us will be looking forward to a brighter New Year.
-
Old risks fade, new risks emerge
Business, Piyasak Manason, Published on 23/05/2020
» May has been the month when investment and economic reality diverged. The global economic contraction is deepening. Composite purchasing managers' indices, the most timely economic indicator, hit a record low globally in April. Preliminary estimates for May show a slightly slower rate of contraction, but the figures are still in deep negative territory.
-
Open for business? Proceed with caution
Business, Piyasak Manason, Published on 25/04/2020
» It has been more than a month since the world hunkered down to stop the spread of a deadly virus that has killed tens of thousands. More than two-thirds of the global economy has shut down as a result of social distancing measures.
Your recent history
-
Recently searched
-
Recently viewed links