Weekly Report: what happened at THD last week (0408-0412)?

Weekly Report: what happened at THD last week (0401-0405)?

THD: Thai Equities Are Still Too Pricey

IShares MSCI Thailand ETF (THD) is the largest and most liquid US-listed Thailand investment vehicle. Q4 2023 GDP fell short of expectations and is the major laggard in the ASEAN-5. The fund remains far better diversified than its Southeast Asian peers. The Thai economy is slowing and inflation is in deflationary territory.

Weekly Report: what happened at THD last week (0325-0329)?

Weekly Report: what happened at THD last week (0318-0322)?

Weekly Report: what happened at THD last week (0311-0315)?

Weekly Report: what happened at THD last week (0304-0308)?

Indo-Pacific focus: U.S. firms to invest $1B in Philippines; next up, Thailand

U.S. Firms to invest $1B in solar and nuclear energy projects, digital upskilling, and a new airline route to Cebu province. U.S.'s commerce secretary Gina Raimondo is in the Philippines on a two-day trade and investment mission to strengthen Indo-Pacific ties. She will also head to Thailand this week.

Weekly Report: what happened at THD last week (0226-0301)?

3 Overlooked Emerging Markets Opportunities: Turkey, Thailand & Taiwan

Weekly Report: what happened at THD last week (0219-0223)?

Weekly Report: what happened at THD last week (0212-0216)?

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Weekly Report: what happened at THD last week (0205-0209)?

Asia-Pacific Is Not Just China

Weekly Report: what happened at THD last week (0129-0202)?

Weekly Report: what happened at THD last week (0122-0126)?

Weekly Report: what happened at THD last week (0115-0119)?

ASEAN Economic Outlook In 2024

ASEAN economic outlook for the ASEAN region in 2024 remains positive. The total nominal GDP of the ten ASEan nations amounted to USD 3.6 trillion in 2022. Southeast Asia is expected to become an increasingly important destination for foreign direct investment inflows. The near-term outlook is for continued strong growth in the region.

Weekly Report: what happened at THD last week (0108-0112)?