Showing 1 - 10 of 227
Selective strategies key amid energy price surge
Business, Nuntawun Polkuamdee, Published on 01/04/2026
» Thailand's equity market is bracing for renewed cost pressures as energy prices surge, echoing patterns seen during earlier stages of the Russia-Ukraine war, with analysts urging selective positioning amid rising inflation risks, says Bualuang Securities (BLS).
Middle East war results in uneven impact across sectors
Business, Nuntawun Polkuamdee, Published on 27/03/2026
» The ongoing Middle East conflict is emerging as a key risk to Thailand's equity market, but its impact on corporate earnings is uneven, creating both winners and losers across sectors, according to Bualuang Securities (BLS).
Trump's new Iran threats rattle markets
Business, Nuntawun Polkuamdee and Nareerat Wiriyapong, Published on 21/02/2026
» RECAP: Most Asian equities fell and oil prices rose yesterday after Donald Trump ratcheted up Middle East tensions by hinting at possible military strikes on Iran if it did not make a "meaningful deal" in nuclear talks. The remarks put the brakes on a rebound in markets following an AI-fuelled sell-off earlier.
Modest expectations as year-end nears
Business, Bualuang Securities, Published on 20/12/2025
» Trade on the Stock Exchange of Thailand (SET) has been volatile recently as some large-caps such as Delta Electronics, which accounts for 16% of SET capitalisation, came under pressure from external factors, notably the US tech sell-off and poor performance by Chinese tech plays.
Interest rate uncertainty pummels Asian shares
Business, Nuntawun Polkuamdee and Nareerat Wiriyapong, Published on 22/11/2025
» RECAP: Asian shares extended a global rout on Friday as much-anticipated US jobs data failed to provide clarity on the near-term outlook for interest rates, with investors dumping risk assets even after dazzling earnings from Nvidia.
Global investors fear missing the trends
Business, Nuntawun Polkuamdee, Published on 20/10/2025
» Global investors appear to be in a "fear of missing out" (FOMO) mode, with strong buying momentum continuing to flow into gold and trendy equities worldwide, despite heightened risks from renewed US-China trade tensions and political uncertainty in the US.
Regional markets dip on valuation concerns
Business, Nuntawun Polkuamdee, Published on 11/10/2025
» RECAP: Asian equities declined on Friday after a rally in US stocks stalled amid concern that valuations have become stretched, especially for technology companies, following a relentless surge.
Asia tunes out US shutdown drama
Business, Nuntawun Polkuamdee and Nareerat Wiriyapong, Published on 04/10/2025
» RECAP: Most emerging Asian markets recorded gains as investors shrugged off US government shutdown worries, with risk appetite rising because of local factors, and optimism about another US interest rate cut.
Local market bullish on likely Fed rate cut
Business, Nuntawun Polkuamdee, Published on 17/09/2025
» Thai equities are expected to rise further after the Stock Exchange of Thailand (SET) bounced back to break the key psychological level of 1,300 points on expectations the Federal Reserve will cut interest rates at its meeting this week, coupled with signs of easing global trade tensions.
Shares advance as more US rate cuts expected
Business, Nuntawun Polkuamdee and Nareerat Wiriyapong, Published on 13/09/2025
» RECAP: Asian share markets followed Wall Street higher on Friday as expectations for as many as three US interest rate cuts by year-end promised to lower borrowing costs globally, a relief to stressed bond markets and a drag on the dollar.