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タイ株式市場（SET）は一定の回復力を見せていますが、世界的な利上げサイクルの長期的な影響がそのパフォーマンスにどう及ぶのか気になります。この環境下で、どのセクターが最も脆弱、あるいは恩恵を受けると見ていますか？特に、より強いドル（$USDBRLの動きは直接比較できないものの、広範なUSDの強さを示唆しています）がタイの輸出志向企業にどのように影響するでしょうか？
I've been wondering the same thing about the SET's resilience. While we've held up, I think a prolonged strong dollar could definitely put pressure on our export sector, especially those with high import costs.
Good point on the dollar strength. Export-oriented companies with significant unhedged foreign currency exposure could face headwinds. On the flip side, local consumption plays might be more insulated.
Vulnerable sectors? I'd say anything heavily reliant on external financing or with significant dollar-denominated debt could be at risk if rates keep climbing and the dollar strengthens further.
Perhaps the tourism sector could see some benefits from a weaker baht if the dollar continues its run, attracting more foreign visitors. That's assuming global travel fully recovers, of course.
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