Saw $NVDA pull back over 1% today. Given its performance year-to-date, this could just be healthy profit-taking. However, with broader market uncertainties, is this an opportune entry point for a swing, or is it signaling a deeper correction? My concern is if it breaks below 205 on increased volume.
I'm doing a quarterly review of my SET50 holdings. Performance has been mixed. Banks and energy have shown resilience, but some industrials are lagging. What are the general consensus plays for the rest of Q2/Q3 in the Thai market? Any specific themes or sectors standing out?
We're past the peak of earnings season for many, but the forward guidance remains critical. Any specific sectors or companies whose guidance has particularly surprised you, positively or negatively, in terms of broader market implications?
$USDBRL is marginally down at 5.1463. While not a major mover today, the overall trend in EM currencies against the dollar will be a key determinant of global risk appetite. Brazilian inflation and fiscal situation are still primary concerns.