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Showing 1-6 of 6 results
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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.
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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.
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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:
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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%.
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Vaccines + stimulus = overheating + inflation?
Business, Piyasak Manason, Published on 27/02/2021
» Global economic indicators announced recently for the final quarter of last year have confirmed our view that economic recovery is still gaining momentum. Fourth-quarter GDP, compared to the previous year, in China, Japan, the United States, Thailand and even the euro zone continued to recover from the strongest contraction in decades in the second quarter.
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Coping with three crises
Business, Piyasak Manason, Published on 28/03/2020
» Humanity is facing three crises at the same time: a public health crisis, an economic crisis and a financial crisis. Since these three crises are intertwined, to stop any one of them, we must stop the source.
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