AIMC chairwoman Chavinda Hanratanakool said the outlook for Thai equities in 2026 is more optimistic than last year, with a target range centred around 1,400 points. She said once election results are finalised and a stable government is formed, clarity on economic policy could provide sufficient momentum for the Stock Exchange of Thailand (SET) index to move above that level. Historically, Thai equities have tended to perform positively after elections, according to AIMC. Selling by some institutions, such as insurance companies or social security funds, is seen as routine portfolio rebalancing rather than a structural reduction in exposure to Thai equities, she said. Soraphol Tulayasathien, senior executive vice-president at the SET, said the Thai bourse has benefited from foreign inflows following MSCI rebalancing, which reduced weightings in some large Southeast Asian markets, notably Indonesia, redirecting to Thai equities.

Source: Bangkok Post February 06, 2026 21:51 UTC