Bangkok Post – Spotlight on fourth-quarter earnings

Now that the US Federal Reserve has started to signal that interest rates will fall this year, funds have increasingly returned to equities.

However, substantial inflows of foreign funds to the Thai market may hinge on other factors such as stimulus measures, including the Easy E-Receipt tax deduction scheme.

Anticipation is building as the fourth-quarter earnings reporting season approaches, with a spotlight on earnings speculation and dividend plays.

The market’s focus remains on key factors such as the Fed and Chinese economic indicators, especially in light of extensive stimulus measures by Beijing.

Among key factors affecting sentiment:

Resilient SET index performance: Since closing last year…