Focus on earnings outlook as reporting begins

The SET index is expected to experience volatility this month. While the market awaits fresh economic stimulus measures from the government, earnings speculation, particularly in bank stocks, is intensifying as the reporting season approaches.

Furthermore, the continued depreciation in the baht has fuelled foreign fund outflows, and rising global crude prices are raising inflation concerns.

The Chinese economic outlook and US Federal Reserve policy decisions may also influence market direction. Among the key factors:

Earnings plays: Banks will be the first to…