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In the midst of global economic anxiety fuelled by the spectre of Europe's sovereign debt crisis, the looming threat of the so-called 'fiscal cliff' in the US and a slowdown in China, which may inevitably deal a blow to Thai exports, doubts arise whether the Thai economy could continue to grow at a healthy pace next year and which driver would be a key engine of economic growth. The composite SET index lately rallied to a new 16-year high driven largely by excess liquidity into Asian stock markets. Even though the Thai stock market is no longer as cheap as in the past, it is not too expensive, either. For equity portfolio allocation, investors should take into account the timing and the selection of stock picks which offer some upside potential to the target prices in addition to appropriate investment themes.