Core Viewpoint - Foreign capital is flowing back into the Thai stock market due to improved global risk appetite, although potential downward pressures remain from trade retaliation measures and geopolitical risks [1] Group 1: Market Dynamics - Analysts note that geopolitical tensions have eased, leading to a rise in global risk appetite and domestic economic growth factors, which have benefited the Thai stock market [1] - The easing of tensions between the US and Europe over Greenland's sovereignty has helped restore risk appetite in the market, increasing demand for risk assets in emerging markets [1] Group 2: Investment Trends - A key driver for the renewed interest in the Thai stock market is the upcoming rebalancing of the MSCI index, which may see a decrease in Indonesia's weight, potentially leading to a capital outflow of approximately $2 billion from Indonesia's stock market [1] - Some of the capital that flows out of Indonesia is expected to be redirected to other emerging markets, including Thailand [1] - According to Setsmart data, foreign investors net purchased Thai stocks worth 5.5 billion THB from January 3 to January 21 [1]
外资重新回流到泰国股票市场
Shang Wu Bu Wang Zhan·2026-01-23 16:30