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Monday, April 29, 2024

Market Update 05/09 | ThaiCapitalist

Europe is screwed economically, done.

But SE Asia…peak currency weakness? Equity markets doing alright, look at TH, barely moved this year, granted it didn’t go anywhere for 5 years…but FDI is picking up in this country (China is bad for business, finally people have realised this…), tourism figures are already back to the pre-wuflu run rate (excluding the mainland visitors). Plc’s showed great figures…the PM could be gone by March 2023, dare I say it, TH could outperform over the coming 6 months?

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