Market Update 08/07
La la la la…
See the agri sector? Been highlighted in the group chat by someone…CPF/GFPT/TFG have moved well.
Everything else still dead…jebus…
Upcoming story…starting in October – a massive amount of liquidity will hit the Thai economy as the government spending starts. And now if this comes with the digital wallet….could it? would it? will the market and stocks start to perform again?
I do, I still hold to my bet that Thailand > Vietnam for the rest of this year.
![](https://i0.wp.com/www.thaicapitalist.com/wp-content/uploads/2024/07/00sum-1.png?resize=722%2C784&ssl=1)
![](https://i0.wp.com/www.thaicapitalist.com/wp-content/uploads/2024/07/01charts-1.png?resize=750%2C1456&ssl=1)