Post by account_disabled on Dec 12, 2023 3:03:37 GMT
SCB CIO assesses that the Israel-Hamas war remains highly uncertain. Even though the war is limited It has not yet escalated into a direct war between Israel and Iran. For oil exporters in the Middle East, there are no export restrictions. Investments are subject to increased geopolitical risks. Inflation risk Including higher bond yields, the SCB CIO expects the Fed to begin sending clear signals to stop raising interest rates at the meeting on Nov. 1 from various Fed branch presidents who view policy interest rates and bond yields at the current level. High enough to cause the economy to begin to slow down. SCB CIO recommends investing cautiously. Focus on quality assets Manage geopolitical risks with funds that invest in diversified commodities and gradually accumulate high-quality growth stocks in the United States whose valuation has dropped to an attractive level.
by the US economy There is still a trend of soft landings and poor performance of listed companies in the United States. The latest trend is still better than expected. Dr. Kamphon Adireksombat, Senior Director and the team leader of SCB Chief Investment Office (SCB CIO), Siam Commercial Bank, revealed that the war between Israel and Hamas which is the armed force for the liberation Email Data of Palestine There is still high uncertainty. But when compared to the Yom Kippur War in 1973, 3 important points were found to be different: 1) This war was a Hamas group with approximately 30,000 soldiers and weapons, unlike in 1973. which is a cooperation between the Egyptian and Syrian armies to attack Israel. 2) The United States has a stance of support for Israel. But try to meet with leaders of many countries involved to negotiate, unlike in 1973 when air forces were sent.
Support Israel 3) The latest stance of Middle Eastern countries in the OPEC group, which are the world's main oil exporters. There is no trend of restricting oil exports, unlike in 1973 when the group issued a boycott of oil exports to countries supporting Israel. leading to a global energy price crisis SCB CIO assesses the possibility of this war in three scenarios (Scenario analysis): 1) Confined war: The fighting is still limited to the Gaza Strip, Israel, and surrounding borders, without spreading to other areas. Other countries Iran's oil exports are restricted. 2) Proxy war: The conflict spreads to neighboring countries such as Lebanon and Syria, which are home to Iranian-backed militias. causing the conflict to become a proxy war between Israel and Iran; and 3) direct war, the conflict becoming a direct war between Israel.
by the US economy There is still a trend of soft landings and poor performance of listed companies in the United States. The latest trend is still better than expected. Dr. Kamphon Adireksombat, Senior Director and the team leader of SCB Chief Investment Office (SCB CIO), Siam Commercial Bank, revealed that the war between Israel and Hamas which is the armed force for the liberation Email Data of Palestine There is still high uncertainty. But when compared to the Yom Kippur War in 1973, 3 important points were found to be different: 1) This war was a Hamas group with approximately 30,000 soldiers and weapons, unlike in 1973. which is a cooperation between the Egyptian and Syrian armies to attack Israel. 2) The United States has a stance of support for Israel. But try to meet with leaders of many countries involved to negotiate, unlike in 1973 when air forces were sent.
Support Israel 3) The latest stance of Middle Eastern countries in the OPEC group, which are the world's main oil exporters. There is no trend of restricting oil exports, unlike in 1973 when the group issued a boycott of oil exports to countries supporting Israel. leading to a global energy price crisis SCB CIO assesses the possibility of this war in three scenarios (Scenario analysis): 1) Confined war: The fighting is still limited to the Gaza Strip, Israel, and surrounding borders, without spreading to other areas. Other countries Iran's oil exports are restricted. 2) Proxy war: The conflict spreads to neighboring countries such as Lebanon and Syria, which are home to Iranian-backed militias. causing the conflict to become a proxy war between Israel and Iran; and 3) direct war, the conflict becoming a direct war between Israel.
