Thai Stock Market Navigates Global Headwinds Ahead of 2026

Thailand’s stock market is entering 2026 with a generally cautious outlook amid slower economic growth, global trade uncertainties, and ongoing domestic challenges such as high household debt and climate-related disruptions. Export-oriented sectors face headwinds from potential U.S. tariff changes, Chinese industrial overcapacity, and currency strength, while certain areas—including electronics linked to AI demand, digital infrastructure, healthcare, and renewable energy—are expected to show relative stability. Market expectations point to a K-shaped recovery, with larger and higher-dividend companies likely to be more resilient as interest rates are projected to ease. Overall, the SET is transitioning toward a more income-oriented market, with investor sentiment closely tied to policy developments and external economic conditions.

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