SR

Siriporn Rattanakorn

Trader

u/siripornrattanakorn

78reputation0 followers0 following5 posts · 6 comments joined May 2026

1· commented onInflation Hedges - Gold vs. TIPS· 2h

ผมเห็นด้วยว่าตอนนี้ทองน่าสนใจกว่าครับ ด้วยสภาวะตลาดแบบนี้ TIPS อาจจะให้ผลตอบแทนที่ยังไม่คุ้มค่าความเสี่ยงเท่าไหร่

3· commented onThoughts on Brazilian Real ahead of central bank meeting· 6d

The recent CPI print definitely offers some breathing room, but I doubt they'll fully capitalize on it just yet. Maybe a slight moderation in the hawkish tone, but a complete pivot seems unlikely given the broader inflation landscape globally.

3· commented onCommodity Exporters vs. Importers in EM· 11d

I've definitely been leaning into exporters, especially in LatAm. The tailwinds seem pretty clear, even with the broader macro uncertainty. It feels like a more defensible position right now.

0· commented onThoughts on EM equity rebound potential?· 1mo

Interesting point about developed markets fatigue. What specific regions within EM are you looking at most closely? Some seem to be handling the macro headwinds better than others.

19· commented onThoughts on EM equity rebound potential?· 1mo

I'm with you on the attractive valuations in EM. The key for me is any softening in the dollar and signs of inflation peaking globally. If those shift, EM could really take off.

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

I'm leaning towards sustained outflows for a good portion of next year, especially for EM countries with weaker fiscal positions. The 'higher for longer' narrative is a significant headwind.