Deposits
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The printed circuit board (PCB) industry is expected to see an improved outlook from 2025 to 2027 due to several factors: (i) investment support schemes from the Board of Investment (BOI) aimed at the electronics and electrical appliance sectors, (ii) a steady increase in electric vehicle (EV) sales; (iii) the beginning of a new replacement cycle for personal computers and mobile phones; and (v) increased investments in semiconductor production capacity by major global manufacturers,
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US and Japan face growing risks to growth and fiscal stability. Impact of trade wars on Chinese economy may ease only temporarily
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U.S.–China trade tensions may ease after this week’s talks. Domestic and external forces exert growing pressure on China.
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The world faces policy uncertainties, while IMF raises its economic forecasts for US and Japan. China achieved its 5% economic growth target in 2024.
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Krungsri Research Digest
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Trump’s new tariff plan increases risks of a deeper economic slowdown in 2H25; China maintains solid growth but slowdown signs emerge.
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G3 economy is sailing ahead while China is adjusting its sails
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Over the next three years, domestic economic growth will translate into rising investment in the manufacturing sector, and this will in turn herald an improving outlook for operators of industrial estates. The total footprint of land sold and leased on industrial estates is therefore expected to surge by 18.0-20.0% annually over 2023-2025 to 2,200, 2,700, and 3,000 rai (1 rai = 0.16 hectares) in each of these years.
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China reopening and impact on Thailand’s economy
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Global Economy: Carrying the weight of uncertainty in a high-pressure environment
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