Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
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Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
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ASEAN Banks Walked Diverging Paths to Recovery Post-Pandemic
The ASEAN banking sector’s credit profile has experienced differing credit trends post the COVID-19 pandemic. Although the initial recovery in the...
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EM by EM #20 Another Energy Squeeze in the Cards?
Emerging market central banks demonstrated their foresight in 2021, acting ahead of the curve. However, there is a looming concern that the...
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Thailand : A Judicial War Against Pita
The parliament vote to exclude Pita from the PM vote on July 19th highlights Thailand’s country risk, not understood by many analysts. The...
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