メインコンテンツにスキップ
メインコンテンツにスキップ
基軸マクロ Countries In-Depth

Thai Stocks: Negative In Absolute Terms, But Overweight Relative To EM

公開日

Thai stocks and currency will weaken over the short term. And yet EM equity portfolios should overweight Thailand as tourism revivals will rejuvenate this economy.

BCA | CoreMacro

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

BCAとつながり続ける

最新のイベントおよびリサーチインサイトをメールでお届けします。

The BCA Way

Our Philosophy, Your Edge

Discover More