"This could shift investor focus back to domestic stimulus measures, including 'Thai Help Thai Plus' and fast-track investment approvals under the Board of Investment [BoI] framework." Domestic diesel prices have surged by about 69% month-to-date to around 50.54 baht per litre, intensifying cost pressures across the economy. In a more adverse scenario, where high diesel prices persist for two months, the Thai index could face a downside risk towards 1,340. The third, dividend leaders, targets high-yield stocks likely to attract inflows from tax-saving instruments such as stocks linked to the Thailand Individual Savings Account. The final theme is post-war recovery plays, recommending stocks that have been over-penalised and may see re-rating once tensions ease.

Source: Bangkok Post April 07, 2026 23:12 UTC