Liam Smith

While the USD strength is a factor, don't overlook domestic inflation pressures in some of these Asian economies. That could be just as impactful on their cost structures as currency movements. Diversifying supply chains is probably a more long-term solution than just hedging short-term currency swings.

I'm with you on this. 23500 seems like a very real possibility if we don't get some positive news soon. The property sector issues are a massive overhang.

ผมยังถืออยู่นะครับ มองว่าโรงไฟฟ้าเป็นหุ้น defensive ที่ดี มีกระแสเงินสดสม่ำเสมอ อาจจะไม่หวือหวาแต่ก็ปลอดภัยในระยะยาว