bearish
Thailand: Aging Poor
Bondcritic has highlighted this Insight as a Top Pick
234 Views28 Feb 2024 23:42
SUMMARY
- Thai equities lack growth and innovation. Big corporations continue to have unfair advantages in terms of access to bank financing and business opportunities.
- Thailand is an aging society with rising income disparity and a stalling education system. Hence, we have questioned how Thailand will escape the middle income trap in the near term.
- We expect more disruptions and policy blunders which could impair Thai stock performance. We do not believe Thailand can correct its cause in the near term.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Bondcritic
Asian Fixed Income/Frontier Market Research
- Energy Absolute: Trying to Be a B+ Credit30 Sep 2024
- Energy Absolute: Band Aid Secured13 Aug 2024
- Thailand: Ready (Re)SET Go!28 May 2024
- Thailand Economics: Weak Recovery a Sombre Reflection of Structural Ills26 Feb 2024
- Thailand Economics: Still the Sick Man of ASEAN06 Feb 2024
- Bond Market Monitor: Thai Bonds Are for Issuers30 Jan 2024
x