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Thailand? Anything?

Thailand's external economy is "ok", with tourists back online and exports following the rest of EM - but things are still hopelessly depressed at home; the credit cycle has ground to a halt; durable sales and construction activity are still contracting outright, and listed earnings are stuck at impaired levels. The only exception is retail sales, and even there the numbers are highly suspect.

We have no problem with the baht, but local yield and carry are low. And we're still waiting for convincing evidence of a domestic upturn that would bring us back to equities.

Thailand? Anything? (Webcast)

Thailand? Anything? (PDF)

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