Showing 1 - 9 of 9
Inflation and market uncertainty
Business, Kampon Adireksombat, Published on 20/05/2022
» The recent rapid rise in inflation rates worldwide has been a hot topic with huge impacts on the real economy as well as financial markets. The surging cost of living has hit all households, especially those with sluggish wage growth, mostly lower-income groups.
Fast and furious Fed
Business, Kampon Adireksombat, Published on 17/02/2022
» All measures of US inflation and consumption have been rising to levels that have sent the US Federal Reserve and financial market participants into panic mode. Investors were spooked by data released on Feb 10 showing that the consumer price index (CPI) in January rose 7.5% year-on-year, the most since 1982. The tension among Russia, Ukraine, Europe and the US further complicates the inflation outlook as it has pushed oil prices higher.
Investment and economic wild cards
Business, Kampon Adireksombat, Published on 18/01/2022
» The economic and markets outlook is likely to remain uneven and uncertain -- that's hardly a unique prediction in the world of economists and market strategists, including myself, in recent years.
2022: Covid impact wanes but persists
Business, Kampon Adireksombat, Published on 27/12/2021
» The Omicron coronavirus variant that emerged in late November is a wake-up call for us that Covid-19 is not going to disappear soon and quality vaccines remain a key factor to mitigate its impacts. Before 2021 ends, let me share five key economic and investment trends that SCB CIO foresees in 2022.
Hedge your baht bets
Business, Kampon Adireksombat, Published on 26/11/2021
» Why should recent baht movements convince investors to hedge their foreign-exchange positions? The short answer is because the Thai baht is very volatile and its recent high volatility is likely to continue in 2022.
The stagflation challenge
Business, Kampon Adireksombat, Published on 15/10/2021
» After a decade of low inflation, which prompted central banks to change their inflation targets and suggest higher ability to (temporarily) tolerate rising prices, surging inflation has arrived at the worst time for policymakers, on the back of a combination of pent-up demand and a supply shortage.
Emerging markets face taper test
Business, Kampon Adireksombat, Published on 16/09/2021
» After a few quarters of strong recovery in economic activity -- accompanied by inflationary pressure -- in the United States and Europe, their central banks have sent clear signals about slowing down their massive asset purchase programmes.
Investing in the Delta era
Business, Kampon Adireksombat, Published on 18/08/2021
» The recent surge in Covid-19 cases across the globe has been dominated by the Delta variant, which is more infectious and effective at evading vaccines than its predecessors. The resurgence in Covid cases is likely to exacerbate the uneven reopening process and hence slow the economic recovery.
Rate cut impact limited
Business, Kampon Adireksombat, Wachirawat Banchuen & Pongsakorn Srisakawkul, Published on 05/12/2019
» Thailand's financial conditions were tighter than the historical average in the third quarter this year despite a policy rate cut by the Monetary Policy Committee (MPC) in August. This reflected persistent baht appreciation, an increase in corporate spreads and a slowdown in corporate borrowing and commercial bank loan growth.