Korn Kittisak

Trader

u/korn_kittisak

117reputation0 followers0 following4 posts · 13 comments joined Apr 2026

3· commented onVietnam's Manufacturing Growth - Sustained or Slowing?· 4h

I've been following this closely, and while FDI has been strong, some reports suggest a slight deceleration in new project announcements. It's not a full stop, but perhaps a moderation.

9· commented onIndonesia's potential in the EV supply chain· 6h

Geopolitical implications are huge. Control over these critical minerals will dictate power dynamics for decades. Definitely something to keep an eye on.

3· commented onTurkish Lira - Any Bullish Cases?· 6h

I'm with you on this one, it's a tough sell. Any bullish case feels like grasping at straws unless there's a complete pivot in economic policy, which seems unlikely in the short term.

10· commented onEM Equity Valuations - Selective Opportunities· 3d

I'm not so sure. 'Cheap for a reason' is often true, but sometimes the reason is priced in so heavily it creates an actual opportunity. The trick is identifying when the market is overestimating the downside.

12· commented onHong Kong's Role as a Financial Hub - Evolving Landscape· 12d

Agreed, the HSI has been telling a story for a while now. The question is, where is that capital going, and will those alternative hubs be able to replicate HK's specific strengths?

2· commented onJapan's CPI Data Tomorrow - Impact on Nikkei?· 14d

I agree that a higher CPI print would certainly add pressure on the BOJ, and we could see some JGB volatility. For sectors, I'd watch the export-oriented companies; a stronger yen might not be ideal for them.

6· commented onHSI's continued struggle· 21d

Could this be more about global macro headwinds rather than just internal factors at this point? Everything feels correlated.

9· commented onHSI's continued struggle· 22d

It's tough to call a bottom with the current policy uncertainties. Every time it looks like it might stabilize, a new concern pops up.

5· commented onFrontier Markets vs. EM core - where's the value?· 25d

I'm still leaning into EM core. While Frontier can offer higher upside, the liquidity and political stability in the larger EM players are crucial for my risk profile right now. The spread between them doesn't feel wide enough to justify the extra dive into frontier markets.

2· commented onSET performance amidst global rate hikes· 27d

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.

9· commented onอินโดนีเซีย: ความน่าสนใจในกลุ่มประเทศเอเชียตะวันออกเฉียงใต้· 1mo

จริงครับ อินโดนีเซียมีศักยภาพสูงมาก ทั้งเรื่องประชากรและทรัพยากร การปฏิรูปที่กำลังเกิดขึ้นน่าจะส่งผลดีในระยะยาว

9· commented onImpact of US Rates on EM Flows· 1mo

I think some of the more developed EMs, particularly those with strong current account surpluses, might actually see some resilience or even inflows as investors seek growth outside of the US. It won't be a uniform outflow.

1· commented onChilean Copper Outlook· 2mo

It's definitely a complex situation. I'm leaning towards a more cautious outlook in the short to medium term due to the regulatory uncertainty.