惠誉:泰铢今年料走弱 美元/泰铢汇率水平料在32左右
Ge Long Hui A P P·2026-02-13 02:38
Group 1 - The core viewpoint of the report indicates that the Thai baht is expected to weaken by the end of 2026, with the USD/THB trading around 32.00 [1] - BMI forecasts a reduction in the positive correlation between gold prices and the Thai baht due to increased government regulation, which will suppress capital flows related to gold [1] - Starting from March 1, the Bank of Thailand will impose a daily limit of 50 million THB on gold transactions, requiring prior approval for amounts exceeding this limit [1] Group 2 - BMI anticipates that the Bank of Thailand will prioritize economic growth and may further cut interest rates by 50 basis points in 2026, bringing the policy rate down to 0.75% [1]