Economy
China Sustainable Aviation Fuel (SAF) Market Taking Off
Key ViewMainland China’s growing jet fuel market offers significant potential for the demand and growth of the Sustainable Aviation Fuel...
Thailand Accelerating Transition To Low-Sulfur Diesel Market
Key ViewThailand’s nationwide Euro-5 diesel mandate will spur investments in fuel upgrading projects.The new mandate will fundamentally change supply-demand patterns...
Trump 2.0: Impact on the Global and Thai Economy
Donald Trump wins U.S. presidential election with Republican majority in House and Senate. Trump's policies focus on trade protectionism, immigration...
Japan: Positive Growth Momentum To Persist
Key View Preliminary data show that Japan's real GDP increased by 0.2% q-o-q (annualised 0.9%), slightly stronger than our estimate of...
Quick View: Data Centre Platforms In Thailand To Benefit From Demand Spillover
Latest Development: Empyrion Digital, a digital infrastructure platform operating within multiple Asian markets, is expanding their operations within Bangkok, Thailand. While...
Exports in September continued to expand despite surrounding pressures, increasing the likelihood that the annual growth…
Thai exports in September 2024 grew by 1.1%YOY, slower than previous months and below analysts' expectations. Three out of four...
Trump Victory: Vietnam To Actively Seek Neutral Stance
Key ViewTrump’s victory will cast a shadow on Vietnam’s export-driven growth path, particularly if tariffs are hiked. In response, we think...
Thailand’s Natural Gas Demand Keeps Growing Despite Accelerating Energy Diversification
Key ViewThe power sector will continue to drive Thailand's natural gas consumption in 2025 and beyond.The petrochemical industry offers limited...
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