📉 Trade & Economic Outlook
- Thai Stocks vs. Vietnam: Thailand may face trade disadvantages if its import tariffs remain higher than Vietnam’s, especially in agriculture. [Nation Thailand]
- US Tariff Talks: No deal yet, but discussions continue on agricultural trade between Thailand and the US. Thailand aims to reduce its trade gap. [Bangkok Post, Yahoo Finance]
- SCB EIC Forecast: Thailand’s GDP growth is projected at 1.5% in 2025 and 1.4% in 2026, hindered by global trade issues and domestic structural challenges. [Thailand Business News]
⚙️ Industry & Innovation
- EV Sector Strain: China’s electric vehicle rivalry is testing Thailand’s local production goals. Issues with Neta are seen as company-specific. [Reuters]
- AI Chip Export Curbs: The US plans to restrict AI chip exports to Thailand and Malaysia over concerns about China. This could affect tech supply chains. [Bloomberg, The Business Times]
- Insurtech Expansion: KBTG (Kasikorn Business-Technology Group) is partnering with InsureMO to build a connected insurance ecosystem in Thailand. [Kasikornbank.com]
🌏 Geopolitics & Culture
- Artefact Return Delayed: Thailand is postponing the return of 20 ancient artefacts to Cambodia amid rising bilateral tensions. [Thai PBS World]
- Political Uncertainty: Ongoing political instability, tariffs, and tourism challenges are threatening Thailand’s fragile economic recovery. [CNBC]
