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Thailand: Bet On More Monetary Easing
Deflationary pressures are mounting in Thailand. Therefore, the central bank will cut interest rates much further. Hence, we continue to recommend overweighting Thai domestic bonds within an EM local bond portfolio, currency unhedged. Core inflation…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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