Market Update 11/09
Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done.
The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.
![](https://i0.wp.com/www.thaicapitalist.com/wp-content/uploads/2023/09/00sum-1.png?resize=750%2C767&ssl=1)
![](https://i0.wp.com/www.thaicapitalist.com/wp-content/uploads/2023/09/01charts-1.png?resize=750%2C1374&ssl=1)
Watch for the dealflow coming out of this government, O&G, energy, tourism, digital, autos – voila done.
The issue for Thailand is mainly going to be seen in the currency and that’s a function of rates more than anything else.