And we’re off to the races, 1Q better than expected.

Another domestic stimulus package announced

Iran, still see-sawing, I’m just assigning the same pattern as covid reopenings to this “2 more weeks to stop the war”

But have markets peaked short term?

Some changes in MSCI end of this month

• MSCI STANDARD INDEX: No additions/deletions; one-way turnover at 2.24%. Biggest weight increases: DELTA (+1.06%), PTT (+0.38%), TRUE (+0.16%), CPN (+0.14%). Largest reductions: GULF (-0.87%), PTTEP (-0.53%), ADVANC (-0.29%), AOT (-0.26%).
• MSCI SMALL CAP INDEX: TFG and MRDIY added; TOA deleted.

More FDI coming into Thailand.

Less Indian tourists – doesn’t matter, it’s a wobble. *shake head*

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