stockpicking-in-thailand

Stock-picking in Thailand

How to play the Thai equity market after the turmoil.

The recent love affair between foreign investors and Thailand may be about to hit a rough patch. For over a year, foreigners have been the most significant force in the Thai market while local participation has been muted at best. The Thai market has been a huge beneficiary of foreign fund flows and is currently one of the most overweight markets in the region relative to its MSCI weighting. However, recent political disorder and other emerging risks threaten to dampen the ardour of foreign investors.

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