Sawasdee – April 1, 2022
To drop as positive factors disappear but negatives remain |
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| Market outlook & strategy | ||||
| The SET is likely to drop after the end of window-dressing and little hope for a ceasefire in Ukraine as Russia continues to bombard the country and investors fear stagflation and an inverted yield curve as 10Y-2Y bond yield spread is so narrow. SET upside is seen limited at 1,700-1,718 while we assign supports at 1,685 and 1,674. Tactically, select stocks with a growth story and less impact from external factors. | ||||
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| SCBS data book | ||||
| SCBS Data book – A look back at Mar and ahead to Apr | ||||
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