Thailand

BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical... 2012-01-12

Leading indicators across emerging Asia are signalling a much deeper economic slowdown, if not an outright contraction, in the coming quarters. The lack of fiscal and monetary levers... 2011-12-06

The Thai baht's recent attempt to surpass its previous peak of THB29.50/US$ was interrupted by a sharp selloff across global risk assets. Following an impressive run in July where the... 2011-08-18

BMI View: We maintain a defensive strategy towards EM Asia equity markets in H211, preferring non-cyclical over cyclical stocks. As expectations for the regional economy are toned down,... 2011-07-18

Our theme of slower growth and disinflation across Asia in H211 and 2012 suggests significant value in the region's fixed-income markets. Our long-held bullish view on Australian debt... 2011-07-12

Since our latest Sovereign Risk Ratings update for Asia, we observe a slight deterioration in the fiscal positions of a number of countries, which has helped reduce the regional average... 2011-06-23

The emerging Asian growth boom is beginning to show signs of succumbing to the stresses of high oil prices, higher interest rates, stronger currencies, and the supply chain disruptions... 2011-06-21