Post by account_disabled on Dec 26, 2023 7:13:07 GMT
That after the world relaxed lockdown measures. Economic activity has resumed with signs of recovery beginning to appear. With support from various central banks, production activities will return to normal in 4Q20, but the service sector will not fully recover. A new normal is expected to emerge in 3Q21 due to the discovery of a vaccine. Therefore, it is believed that the worst situation has passed. However, Thailand and Europe may recover more slowly than the United States. and North Asia, which has a smaller proportion of revenue from the service sector. and returning to almost normalcy. Liquidity and credit risks have decreased with support from the central bank, along with fund flows and credit spreads.
Downside seen limited as markets return to normal. Therefore, we will see a rotation towards value stocks and cyclical stocks, and the picture of “easy returns” will no longer be seen. The investment Phone Number List strategy for the 3rd quarter of 2020 still emphasizes defensive. The Thai economy will continue to grow slowly over the next 1-3 years. Therefore, for long-term main investment portfolios, it is recommended to purchase high quality defensive stocks such as commodity groups. necessary and the medical sector, although the rotation to the cyclical stock group was supported by the gradual economic recovery. It should happen continuously. But we recommend groups with low expectations such as energy, petrochemicals and banking, risk factors that will affect the economy and future investments. Even though we expect that the global and.
Thai economies will bottom out in 2Q20, looking ahead there may be some downside risks that will affect the rate of economic growth to decline more than we expected. hold There are 3 risk factors: 1. Reducing economic stimulus measures. Especially in the US Recently, financial markets around the world have shifted to a risk-on state as the Fed reduced the policy interest rate to 0% and implemented quantitative easing (QE) policy by purchasing bonds without limit. 2. The second wave of the outbreak of The United States is facing a second wave of the COVID-19 virus. In the middle of June Texas, Florida, California and Arizona reported jumps in the number of new cases. The increasing number of infected people in the country has caused experts to worry. 3. The risk of a Cold War between the United States and China. New risks are believed.
Downside seen limited as markets return to normal. Therefore, we will see a rotation towards value stocks and cyclical stocks, and the picture of “easy returns” will no longer be seen. The investment Phone Number List strategy for the 3rd quarter of 2020 still emphasizes defensive. The Thai economy will continue to grow slowly over the next 1-3 years. Therefore, for long-term main investment portfolios, it is recommended to purchase high quality defensive stocks such as commodity groups. necessary and the medical sector, although the rotation to the cyclical stock group was supported by the gradual economic recovery. It should happen continuously. But we recommend groups with low expectations such as energy, petrochemicals and banking, risk factors that will affect the economy and future investments. Even though we expect that the global and.
Thai economies will bottom out in 2Q20, looking ahead there may be some downside risks that will affect the rate of economic growth to decline more than we expected. hold There are 3 risk factors: 1. Reducing economic stimulus measures. Especially in the US Recently, financial markets around the world have shifted to a risk-on state as the Fed reduced the policy interest rate to 0% and implemented quantitative easing (QE) policy by purchasing bonds without limit. 2. The second wave of the outbreak of The United States is facing a second wave of the COVID-19 virus. In the middle of June Texas, Florida, California and Arizona reported jumps in the number of new cases. The increasing number of infected people in the country has caused experts to worry. 3. The risk of a Cold War between the United States and China. New risks are believed.