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看到 $INR 今天突破 13.00 泰铢，达到 13.16 泰铢。有些人可能为卢比的利润感到高兴，但从另一个角度看，它也反映了泰国经济的一些状况。因为卢比在此期间大幅升值，与印度经济的基本面背道而驰，印度经济似乎尚未完全复苏。尤其是与我们目前这种停滞不前的状况相比，泰铢兑 INR 等货币的贬值值得思考，究竟是什么因素在推动。
我个人认为这比通货膨胀或利率问题更复杂。有时，这可能是整体市场情绪的问题，它已经忽略了许多短期基本面。对于长期持有者来说，需要小心。
It's interesting to see the INR movement against the THB. While it could be a carry trade unwinding or capital inflow into India, it's worth considering the broader impact on our export competitiveness given the relative strength. Are you seeing any specific sectors in Thailand being affected more than others?
While the INR movement is notable, attributing it solely to Thailand's economic state might be an oversimplification. Global capital flows and speculative interest often play a significant role, even if the underlying fundamentals of the INR aren't perfectly aligned.
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