원문에서 자동 번역됨 · 원문 읽기 (English)
태국 증시(SET)는 어느 정도 회복력을 보였지만, 글로벌 금리 인상 사이클이 장기적으로 SET 성과에 미칠 영향이 궁금합니다. 이러한 환경에서 어떤 섹터가 가장 취약하거나 혜택을 받을 것으로 예상하시나요? 특히, 강달러(직접 비교할 수는 없지만 $USDBRL 움직임은 광범위한 USD 강세를 나타냄)가 태국의 수출 지향 기업에 어떤 영향을 미칠 수 있을까요?
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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