Display mode (Doesn't show in master page preview)
เศรษฐกิจไทย...หลังการเปิดประเทศ
Linked Slide
วัคซีน ฉีดแล้ว ลดโอกาสป่วยและเสียชีวิต แต่อย่าการ์ดตก นะ
Linked Slide
Leading Business Insight Partner
Linked Slide

เศรษฐกิจ

ดูทั้งหมด

31 Dec 2021

International Economy

Launch of RCEP on January 1, 2022 Set to Reinvigorate Regional Trade and Investment, but Thailand May Face Increased Competition in Attracting Investment (Current Issue No.3298)

ความตกลงหุ้นส่วนทางเศรษฐกิจระดับภูมิภาค (Regional Comprehensive Economic Partnership: RCEP) นับเป็นการเปิดเสรีการค้ากับกลุ่มการค้าที่มีขนาดใหญ่ที่สุดในโลก โดยจะมีผลบังคับใช้ในวันที่ 1 มกราคม 2565 นี้ หลังเจรจามายาวนานถึงเกือบทศวรรษ ซึ่งการเปิดเสรีการค้ากับ 15 ชาติสมาชิกจะช่วยให้การค้าระหว่างชาติสมาชิกมีความสะดวกมากขึ้นไม่ว่าจะเป็นระยะเวลาตรวจปล่อยสินค้าที่สั้นลงเหลือ 6-48 ชั่วโมง มีการนำระบบดิจิทัลเข้ามาช่วยลดความซ้ำซ้อนด้านพิธีการศุลกากร ศูนย์วิจัยกสิกรไทย มองว่า ในเชิงการค้าระหว่างประเทศนั้น ประโยชน์ส่วนเพิ่มจากการลดภาษีนำเข้าภายใต้กรอบการเปิดเสรี RCEP ส่งผลบวกต่อไทยค่อนข้างจำกัดเนื่องจากสินค้าส่วนใหญ่ได้เปิดเสรีไปแล้วตามความตกลง FTA อาเซียนกับคู่ภาคี Plus 5 ดังนั้น ผลบวกทางตรงที่เกิดขึ้นอย่างชัดเจนจะอยู่ที่การส่งออกไปยังตลาดจีนและเกาหลีใต้ และเป็นสินค้าเกษตร อาหาร และสินค้าอุตสาหกรรมบางรายการที่ไทยส่งออกไม่มากนัก ขณะที่ผลบวกทางอ้อมจากการเปิดเสรีการค้าหว่างกันเป็นครั้งแรกของ Plus 5 ก็อยู่ในกลุ่มสินค้าที่ไทยอยู่ในห่วงโซ่การผลิตเดิมที่ส่งออกไปยัง Plus 5 อาทิ ยานยนต์และชิ้นส่วน เม็ดพลาสติกและผลิตภัณฑ์พลาสติก เคมีภัณฑ์ ยางพาราและผลิตภัณฑ์ยาง ชิ้นส่วนเครื่องใช้ไฟฟ้าและอิเล็กทรอนิกส์ ...Read more

21 Dec 2021

Thai Economy

MPC meeting on December 22, 2021: Policy rate likely to be maintained at 0.5% amid increased uncertainty due to Omicron outbreak (Business Brief No.3960)

KResearch assesses that the Monetary Policy Committee (MPC) will keep its policy rate at 0.50 percent during the meeting slated for December 22, 2021, amid heightened risk due to the Omicron variant of COVID-19. As a result, the number of international tourist arrivals in Thailand may be lower than previously forecast. Consumer confidence will also tend to be affected, as economic activity once more faces disruption amid multiple risk factors. ...Read more

16 Dec 2021

International Economy

FOMC Meeting, December 14-15, 2021: Fed Announced the Acceleration of QE Tapering and Signaled Three Rate Hikes in 2022 (Business Brief No.3959)

At the latest Federal Open Market Committee (FOMC) meeting, the US Federal Reserve (Fed) announced that it will double the rate at which it reduces monthy asset purchases (QE tapering program), meaning that the process will end by March 2022. The Fed also signaled three rate hikes next year to cope with high-flying inflation while the labor market is approaching full employment. ...Read more

แนวโน้มธุรกิจ

ดูทั้งหมด

30 Dec 2021

Industry

Thailand’s BEV measures may boost sales to 25,000 units in 2025, though lack of electric vehicle charging points still presents major obstacle to greater adoption (Current Issue No.3297)

The government will soon announce measures to boost domestic demand for battery electric vehicles (BEVs), with the aim of maintaining their prices at a level closer to those of petrol-driven cars. KResearch views that car manufacturers who would benefit from the initiatives may be limited to those equipped with the latest technology and with production bases located in Thailand, or planning to establish a BEV manufacturing base here in the near future. This is especially true for Chinese carmakers who already have the required technology, and Western luxury car brands that are considering Thailand as a production base for exporting right-hand-drive BEVs. That said, only a few Japanese carmakers are prepared to make such an investment, due to concerns over technology readiness....Read more

23 Dec 2021

Industry

Metaverse: Applications in the manufacturing industry to increase supply chain efficiency (Current Issue No.3294)

In recent times, the concept of the ‘metaverse’ has been attracting more attention worldwide. Operators planning to utilize the metaverse in their businesses are primarily focused on seeking new forms of business opportunities in the consumer market, whether it is a new retail sales channel that creates a virtual experience of selecting purchases or a new form of tourism via virtual reality. Nonetheless, the metaverse technology could potentially be applied to the organizational market, particularly the manufacturing industry, in order to enhance supply chain management from product design and procurement to production and warehouse management....Read more

13 Dec 2021

Agriculture

Rice Prices, 2022: Rising to THB8,900-9,400/Ton Amid Challenges...Government Policy is Still Crucial to Maintain Rice Prices (Current Issue No.3290)

KResearch is of the view that Thai rice prices will likely increase slightly during 2022 after having bottomed out in 2021. The marginal rise is due to the low base of 2021. Rice prices are projected to increase to a range of THB8,900-9,400/ton in 2022, representing a contraction of 1.6 percent to an increase of 4.0 percent. A major factor that may support rice prices is supply disruption resulting from a shortage of export shipping containers, though this issue is expected to ease after mid-2022. ...Read more

ตลาดการเงินและสถาบันการเงิน

ดูทั้งหมด

30 Dec 2021

Financial Institutions

Households Become More Cautious in Assuming Debts Outstanding Household Debts Grew at Slower Rate in 3Q21 (Business Brief No.3961)

The latest report on household lending shows that Thai households continue to incur more debts, albeit at a slower pace in line with economic conditions that are being affected by the COVID-19 pandemic. In 3Q21, outstanding household debts stood at THB14.35 trillion, an increase of approximately 4.2 percent YoY, down from the 5.1 percent YoY growth reported for 2Q21. Noticeably, the rising 3Q21 household debts was almost on par with an increase in the value of economic activity. As a result, the household debt to GDP ratio remained static at approximately 89.3 percent, which was on par with that reported for 2Q21. ...Read more

23 Dec 2021

Financial Institutions

Commercial Banking Business Set to Face Numerous Challenges amid Omicron in 2022 (Current Issue No.3293)

Uncertainties surrounding COVID-19 are resurfacing during the transition towards 2022 and will not only affect the pace of Thai economic recovery, but also the commercial banking business over the course of next year. If Thailand can effectively control the Omicron variant of COVID-19, commercial banks may have time to recoup their core business income and overall operating results. However, their net profit and profitability indicators, such as ROA and NIM, will likely rebound at a slower rate and remain below pre-pandemic levels. KResearch expects that the net profit of commercial banks registered in Thailand will reach roughly THB186 billion in 2022, which would be lower than pre-pandemic levels of more than THB200 billion/year. ...Read more

5 Nov 2021

Financial Markets

The Baht and SET index fluctuated throughout the week

The Baht weakened against the US dollar during the first week of November. The Baht moved in line with foreign fund flows into the Thai stock and bond markets ahead of the FOMC meeting. However, it weakened later along other regional currencies, as the US dollar rebounded on strong US labor market reports, including ADP employment and weekly jobless claims data, after having briefly fallen mid-week on the Fed’s decision to taper QE measure as expected and signal that it can be patient on rate hikes. ...Read more