Thailand Central Bank Holds Rate Steady

The move comes as continued uncertainty around the Middle East conflict and fresh fiscal anxiety about the U.S. economy kept market pricing for rates moves in flux.

WSJ • Aug 26, 2026

Taiwan and Korea lose $29 billion in July: is money rotating away from AI?

Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

Invezz • Aug 11, 2026

Single-Country Swagger: Capture Localized Alpha With These ETFs

When it comes to broad international equities exposure, the sum of the parts is traditionally greater than the whole. Today, however, single-country exposure is also proving that individual parts can deliver a whole lot of performance.

ETF Trends • Jul 17, 2026

THD: The Shining Star Of The ASEAN ETF Pack Faces A Tricky Outlook

The iShares MSCI Thailand ETF which covers 82 Thai stocks has delivered nearly 38% total returns over the past year, outperforming its other ASEAN peers in a big way. THD's heightened exposure to Delta Electronics, an AI hardware play, has worked well, but it also makes it vulnerable to some profit booking, more so due to steep valuations. Thailand's macro outlook is weakening, with GDP growth expected to dip below 2% for the first time in 3 years, while the prospects of the THB don't look great either.

Seeking Alpha • Jul 9, 2026

Asian Currencies Consolidate Before Decision by Warsh-Led FOMC

Asian currencies consolidated against the dollar before first decision by a FOMC led by Chairman Kevin Warsh later.

WSJ • Jun 17, 2026

Younger Generations Drive Investment Growth In Southeast Asia

The retail surge is driven by rapid digitalization, a young demographic and increasing disposable income. Young investors are embracing both traditional and alternative assets.

Seeking Alpha • Jun 7, 2026

THD: Thailand Stocks Defy Bearish News In Early 2026, But Too Early To Buy The Dip

iShares MSCI Thailand ETF offers broad exposure to Thailand's stock market, but has a history of poor performance. Despite ongoing political volatility, THD's valuation appears attractive for contrarian investors, with recent market dips becoming shallower. Uncertainty around key economic policies is receding, with clearer paths emerging for initiatives like the digital wallet and visa reforms.

Seeking Alpha • Apr 12, 2026

Price caps, taking the stairs, and short-sleeved shirts: How countries are coping with the Iran war energy shock

Countries around the world have scrambled to cope with the fallout of the energy shock from the Iran war. This comes as the Iran war stretches into its third week.

CNBC • Mar 15, 2026

Hunting For Dividends: Is ASEAN Next?

ASEAN's dividend opportunity is underpinned by diverse and evolving market characteristics. The FTSE ASEAN Index, which captures the large- and mid-cap companies listed in the five ASEAN markets - Singapore, Malaysia, Indonesia, Thailand and Philippines - has delivered a 10-year average dividend yield of 3.57%. Across multiple market cycles over the past 25 years, a back-test of the FTSE ASEAN ex REITs Target Dividend Index's strategy showed notable resilience during market downturns and lower overall volatility compared with the broader ASEAN market.

Seeking Alpha • Feb 14, 2026

THD: Equity Appeal Still Intact

iShares MSCI Thailand ETF has delivered a 17% return since August 2024, driven by macro improvements. Thailand's 2026 GDP growth is projected at 2%, lagging the regional peer average of over 4%.

Seeking Alpha • Feb 3, 2026