Asia Plus sees global and Thai economy slowing in late 2026, advises cautious portfolio positioning and picks 3 standout stocks

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Asia Plus Securities forecasts that the global and Thai economies will decelerate towards the end of 2026, with US and China GDP in the fourth quarter falling to 2.0% and 4.6% respectively, while Thai GDP will slow from 2.8% in the first quarter to just 0.9% in the final quarter, due to the impact of the Middle East conflict pressuring oil prices and raising costs. Investors should therefore closely monitor Thai economic figures in August, including inflation on August 6, which the market expects at plus 2.6% year-on-year, second-quarter GDP on August 17, and the Monetary Policy Committee meeting on August 26, where the policy rate is expected to be held at 1.00%. Asia Plus recommends positioning portfolios cautiously and investing selectively in stocks with specific positive factors, highlighting DOHOME for expected strong second-quarter profit growth and higher gross margins, CPALL for its continued earnings recovery and benefit from government spending, and CENTEL for benefiting from the high season for tourism and a recovery in foreign tourist arrivals.

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Consumer Discretionary▲ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
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