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UOB Kay Hian says Thai equities should benefit from an impro

文 / 小金 2026-07-06 12:20:03 来源:亚金网

UOB Kay Hian says Thai equities should benefit from an improved economic outlook and maintains a bullish view for July. The BOT recently raised its 2026 GDP forecast to 2.3% from 1.5%. Inflation remains within the BOT’s 1–3% target range. A real negative-rate environment could shift allocations from government bonds into equities, supporting demand and offering investors a route to outperform inflation.

 

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