South East Asia Vol 1

Monthly political risk, economic forecasts and business environment analysis on each country market

Latest South East Asia Vol 1 Analysis

Industry Forecast - Benign Deleveraging To End This Year - AUG 2017

The combination of robust real GDP growth and efforts by the BoT to support lending growth through moral suasion are likely to lead to a rebound in loan and asset growth in H217. This will be supported by solid profitability and capital ratios among Thai banks. We see total assets growing by just 1.0% in 2017, before rebounding to 5.0% in 2018.

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