In this episode of our Fireside Chats series we’re talking with Charnon Boonuch from the Asia Economics team on what to make of the recent protests in Thailand and how it could feed through to the economic outlook. We discuss the origins of the recent student-led protests, and why are they expected to persist? How much of an impact will these protests have on Thailand’s economic, and policy outlook? And finally, what does this all mean for Thai FX markets, and Rates?
00:00 Introduction
02:20 Background to protests, and demands of protestors
08:06 What are the possible scenario playouts?
10:45 How will the protests impact the economy?
13:35 What is the timeline around reopening the borders?
15:17 Vaccine update, what does it mean for Thailand?
17:29 What policy responses can we expect?
26:48 How does this all feed through to markets?
30:37 Feedback from investors
Subscribe to Nomura Podcasts where we explore the latest trends in markets with weekly updated episodes where our key economists, researchers and investors discuss current events.
[ Ссылка ]
