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Emerging Markets Spotlight

2020 has seen an upsurge in anti establishment protests in Thailand. James Syme provides his thoughts. 

  • James Syme
15 Oct 2020
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View PDF   Download PDF  
  • Thai politics have been deteriorating since the mid-2000s, with broad tensions between a more reform-oriented, largely provincial political movement and a more conservative, largely Bangkok-based elite.
  • With tourism also yet to show signs of recovery, we remain zero-weight Thailand and prefer to look for recoveries in the more domestically-driven part of the emerging market equity asset class.
     

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