泰资产价格因关税减免而上涨，外资流入将延续

Group 1 - The Thai Baht is expected to continue appreciating this quarter due to easing trade tensions and renewed interest from foreign investors in local stocks [1] - Malaysia Bank predicts the Baht will strengthen to 31.5 Baht per USD by year-end, while Bank of America forecasts it will reach 31.0 Baht per USD, a level not seen since March 2021 [1] - The Baht has become the best-performing currency in Asia this quarter, supported by a tariff agreement with Washington that improves Thailand's export outlook [1] Group 2 - Domestic political concerns have eased, and expectations of another interest rate cut by the Bank of Thailand may support capital inflows, bringing the Thai stock market closer to a bull market [1] - Local stocks have rebounded over 18% since their low in June, making the benchmark SET index one of the best-performing indices globally this quarter [1] - The reduction of tariffs on Thai goods from 36% to 19% by US President Donald Trump has improved Thailand's export prospects, prompting the Finance Ministry to raise its growth forecast by increasing estimates for foreign goods exports [1]