Showing 1 - 10 of 80
Gold, emerging nations feature in Faber's portfolio
Business, Nuntawun Polkuamdee, Published on 06/02/2026
» Economist and veteran investor Marc Faber underscored inflation as a central force shaping the next investment cycle, highlighting gold and emerging markets as core themes for future investing.
SET on course for strong growth in 2026
Business, Nuntawun Polkuamdee, Published on 04/02/2026
» Renewed capital inflows into Thai equities are expected this year, potentially lifting the SET index to 1,350 points and delivering double-digit returns for the first time in several years, as global investors trim their exposure to the US dollar to hedge against rising geopolitical risks, according to Tisco Asset Management (AM).
CGS International Securities uneasy on new clashes
Business, Nuntawun Polkuamdee, Published on 09/12/2025
» The reignition of border clashes between Thailand and Cambodia is expected to weigh on trade, tourism and investor sentiment, according to CGS International Securities (CGSI).
Breaking the family business curse
Business, Nuntawun Polkuamdee, Published on 01/11/2025
» They build, they grow, then they fall. The familiar cycle of family businesses has echoed across continents for centuries. In Thailand, where family-run conglomerates dominate the economy, the question remains whether they can they break the third-generation curse?
Imminent US interest rate cut likely to boost Thai stocks
Business, Nuntawun Polkuamdee, Published on 26/08/2025
» Foreign capital is expected to flow into the Stock Exchange of Thailand (SET) as the US Federal Reserve (Fed) signalled an interest rate cut in September, although short-term domestic political uncertainties could limit the upside, analysts say.
Insurers to aid border victims
Business, Nuntawun Polkuamdee, Published on 09/08/2025
» The Thai General Insurance Association (TGIA) is working with non-life insurance companies to determine appropriate measures to assist policyholders affected by the ongoing unrest along the Thailand-Cambodia border.
Thai life insurance posts sturdy growth
Business, Nuntawun Polkuamdee, Published on 06/08/2025
» The Thai Life Assurance Association (TLAA) forecasts steady growth for the industry in the second half of the year, driven by resilient consumer demand and long-term demographic trends.
Analysts predict tariff of 19-20% on Thai goods
Business, Nuntawun Polkuamdee, Published on 30/07/2025
» Investors are eagerly monitoring the upcoming US decision on import tariffs for Thai goods, as analysts anticipate a rate in line with regional peers of 19-20%, but not exceeding 25%.
Thai equities attract foreigners in July
Nuntawun Polkuamdee, Published on 29/07/2025
» Foreign investors continued to pour money into Thai equities throughout July, with net inflows exceeding 11 billion baht as the Thai stock market became more attractive due to a weaker dollar and hopes of a favourable outcome from US-Thai trade negotiations, say analysts.
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.