星展银行：泰国出口仍受美国关税影响

Core Viewpoint - Thailand's exports are significantly impacted by changes in U.S. tariffs and face challenges from rising global protectionism [1] Group 1: Export Impact - Thai exports are still highly influenced by U.S. tariff changes, with a potential temporary relief for about 10% of goods due to a 90-day suspension of tariffs [1] - External demand saw accelerated growth in the first quarter as exporters shipped goods before the U.S. tariffs were implemented [1] Group 2: Business Confidence - Export-oriented manufacturers maintain optimistic business confidence, although this sentiment may not last long [1] - The sustainability of this optimism is contingent upon the outcomes of U.S. tariff negotiations [1]