Bank of Thailand (BOT) watch outside the capital inflow figures widespread Thailand 2-3 weeks.

Bank of Thailand (BOT) watch outside capital flowing into Thailand watch. Despite the good signs. Economic recovery, but 2-3 weeks ago. Widespread in the Thai market with money and debt markets. The investment must watch the second half very special

Bandid Nijathaworn , Deputy Governor of financial stability. Bank of Thailand (BOT) said investment in the second half is likely that foreign investors will return to increased investment in Thailand. Thailand started looking after the economic recovery a clear signal. Coupled with the political situation is likely better Affect the confidence of investors started to come. While the Thai stock market during the past 2-3 weeks, reflecting the improvement in Stock Exchange index. of the investment bond market. Received attention from foreign investors increased as well.

"Capital inflows continue to think that more number And must accept that During the first half of capital flows into the country we are not in comparison with other countries in the same region. Because the economic lot of people thought we better. But we have many factors to come into the market on track at the time. But after this economic recovery, we should be clearer. Political concerns would diminish. In this regard, it must return to the track again be returned to investors in Thailand, but much more from the past 2-3 weeks. Their interest to return to invest in Thai markets become more obvious. From the market conditions improved.Investment in the bond market became attractive to foreign investors. "

If the U.S. central bank (Fed) to indicate that the U.S. economy recover some of that Bank must also track a variety of factors. That may affect the strength of the global economic recovery in the second half closely Problems of unemployment, especially in the U.S. remain high. Restrictions on use fiscal policy to stimulate the economy of many countries. Including loans of foreign banks that do not accelerate a lot.

While the Thai economy. Bank to emphasize the economic importance of global risk factors, economic growth second half. But believes that the impact of European public debt can be resolved. Because of measures to help Europe and the International Monetary Fund (MF I) sufficient to take care the problem. But the bot.'ll Track situations. Continued. The domestic political problems begin to unravel. Factors may encourage investor interest to begin to invest in the Thai stock market again.

"The second half of the year, we continue economic recovery more clearly. Investment would start one. However, factors that we now worry about the global economy is to recover that much stronger. Because the problem of unemployment in the United States itself still remained high. The market itself is the weight of public debt issues may be restrictions on using fiscal policy in the future. While the Bank's lending abroad is not a very high speed. Just because economic recovery. To be careful of the loans together. We do not see any of Bank loans in other countries much. "

News reports from the Stock Exchange of Thailand (SET) said that from July 1-28 last foreign acquisition 5369.35 million Thai baht net start gradually acquired again in mid that past. Conditions of the Thai stock market improves. In the direction that most foreign stock exchanges increased. Result in trading volume (volume) in the bustling Thai market back again. Some days the volume figure to reach. 30,000-40,000 million baht after foreign investors returned to buy shares this large energy And commercial banks. From the previous day's volume at each 10,000-20,000 million baht buying only because most stock is concentrated in medium and small

Of Securities Analysts. BLS said that even foreign investors will continue to buy Thai shares continued. If the view that investors will not gain much. It shares moved up to a few clustered together. Get a high launch and was sold out profitably. Therefore, investors should focus on playing the speculation group shares purchased by foreign investors is primarily a large share. As a point next month. ¤. Is not good. Because they are political judgments.

While Mr. Kitti Sri Paiboon vibrate Assistant Governor of the Bank Monetary Policy Committee said the force sent the Thai economy during the second half is likely to slow slightly from the first half. Because of concern over the debt issue. Public and financial institutions in Europe Factors, including domestic political problems will be resolved, but could not even finish So the bot. must closely monitor situations.

"Although the economy will improve. Evidenced by the export recovery. Called here that affected most. But soon began to recover more than we expected but we still had the risk factors in the second half. The vulnerability of the U.S. economy. Problem in many countries of the European Union. Despite the measures of support from several parties clear But also the risk of public debt and weak financial institutions. The domestic political and even calm now but still have uncertainties. In addition, delay And lack of clarity and resolve the Map Ta Phut. Is the risk of the Thai economy as well. "

Risk to the global economy.

Mr. Bandid Nijathaworn, Deputy Governor of the Bank of Thailand (BOT) said exports to Thailand in the second half. The estimate may be slowing the growth of first half year. Although overall growth is still good. But still not as recent high. Because many areas of global economic problems, especially with European finance issues. While China may still have this policy of economic slow heat.

However, the export figures in the last month (JUN) by the Ministry of Commerce indicate that grew 46.3% to a record. Is the number that come out in a satisfactory level. Shows the recovery of exports to clear

"Export figures June. The output remained satisfactory. Spending represents a good continuity. Better reflect the recovery of the economy. However, despite continued good economic growth. In the second half of this year to have good But SRETTHA Map Works also uncertainty of recovery that may not continue the global economy. So even if economic growth (GDP) in the second half has continued to grow. But would not grow as the first half should slow down. "

Mr.Bandid Nijathaworn added. Fluctuations in the global economy in the next phase. It is also to be tracked. Because there are several problems. Most recently, Mr. Ben Bernungae president of the U.S. central bank (FED) have recently indicated that the global economic uncertainty. This opinion is consistent with the opinion of Bank previously estimated and therefore monetary policy committee. Will bring information. Into consideration the economic direction in the second half of next meeting.

Mr. Thana WATTANA F Wichai Director General Economic and Business Forecasting Center. University of Thai Chamber of Commerce. Discussed a number of export growth record during the month in June 2010 stating that as a direct result of the global economic recovery.And benefit from ASEAN. And export base in the past year, lower than normal.

Therefore, it is likely that Thai exports this year, Jean will grow to more than 20 percent the same Chamber. Expects exports to grow 15-20 percent.

However, surveillance is a factor to the slowdown of global economy that may occur. And financial problems in the EU could export slowdown. The view that domestic politics is not a factor affecting the export and then. And the high export value per month. 16,000-18,000. Million dollars. Will drive the economy this year grew more than 6 percent.

Mr. Surapong paisitpattanapong. Automotive industry spokesman. Federation of Thai Industries (FTI) said that total exports of complete vehicles in June 2010 increased by 95.69% over the same period of last year but down 7.72% from the previous month in May 2010, accounting for 69,279 total exports. Buy cars due to increases in all markets. Exports accounted for 31,247 million baht, up 89.41% over the same period last year.

While car exports in the first half. (January-June 2010) to export cars to 418,178 cars finished up over the same period last year 78.11% to export 195,132 cars, up 80.15% over the same period last year.

For top production cars in the month in June 2010 produced a total of 148,878 cars, up 99.26% from June 2009 and increased by 12.65% from the month in May 2010 while total car manufacturing in the first half produced 768,994 cars, up from same period of last year 97.64%.

Sales of cars in the country months in June 2010 totaled 70,557 cars highest in six months, up from the same period of last year 62.6%, but up 13.43% from the previous month in May 2010with sales of cars in the country increased more in Month in June 2010 as a result of national economic recovery continued. Result of consumer confidence increased. And people have purchasing power, increased strength of the Thai government plans.

Coupled with the growth of the small car market which has been popular with new clients. Agricultural products also have good prices. And exports in many industries improved by

while sales of domestic cars in the first half. 356 692 Total sales of cars increased by 54.1% over the same period last year.

The FTI has estimated the total car production in the three next month (July to September 2010) took the total to 414,504 units compared with the actual production in April - June 2010, which has increased by 28,351 units 386,153 units. representing 7.34% of total production compared to the actual months from July to September 2009, has 262,543 cars and 151,961 units will increase, representing 57.88%.

Add to ... focus groups in the same country.

KGI looking Thai stock index has climbed Friday. But be careful summary of the resistance factors in the U.S. 837-840. Europe is a positive (Which is rare at present) by the U.S. side. The number two mobile home sales stronger than expected June month. Quarter Results and 2 / 53 of the giant companies such as 3M, UPS and Caterpillars are higher than market expectations. The Coast Europe fueled by a number exploration sector (Markits PMI), which is higher than expected combined with the expectation that the results of testing the strength of banks in Europe to announce tonight the point that the bank most of Europe will can overcome the impact of public sector debt problem has.
Yesterday stock market loaded with energy mainly Because of concern over the weak performance in Refinery and petrochemical group. News and issues of identity PTTEP * in case of claims by the Indonesian Government oil leak. However, KGI analysts believe this will not result in significant impact on operators of PTTEP as oil prices touch U.S. $ 79 will share the power to stand today. But we still believe in the group will prevail in the earnings report 2 / 53 of the real economy until August 15 factors in the Bank of Thailand will increase economic forecast today Was at 5.1% is expected to increase to more than 6.0%.
Strategy: a focus group buy houses and banks are also major PS *, LPN, and the AP sees QH * is even more interesting. After answering the townhouse project as well as low-cost projects that Langsuan Luxury Condo's quite good. The Bank Group Buy Hot KTB *, BBL * Hot sell other groups and HANA * RCL, which is linked to the U.S. economy and the world in daily sales force is expected to speed the resistance of 837-840 points of increase. around this big should have these key points to 860 (P / B 1.5 times).

BANK SIGNALS RATE RISING - TIMING ECONOMIC WORLD

Bank signals rate rising - timing era world Bank signals rate rising - attempts to move up gradually according to recover samples of the global economy. Start the Bank raised deposit accelerating liquid stock lending.
Mr. Bandid Nijathaworn Deputy Bank of Thailand (BOT) said the movement of the baht has become both stronger and depreciation. It is natural to demand that the Bank will indeed prevent fluctuations. Adaptable to the private sector. The past can adapt well.
In the past week. The baht volatility. Because previous monetary policy committee (MPC) would raise the policy rate is the money flowing into the baht appreciation, but rather after the MPC. Rising interest rates and the issue of the U.S. economy well. I made up the baht depreciated according to region.
Mr Bandid said the Bank will oversee domestic interest rates to increase the tempo of the economic recovery is continuing. And not negatively impact long-term stability. By adjusting the interest rate policy in the first MPC meeting. On July 14 would not last one. But even if rates increase 0.25% in Thailand is still lower than in region While inflation above 3%, the effective rate is still negative. "The rising interest rates need to see the timing and data received into the Bank to move interest rates up gradually to adjust the economy. But do not tell that to increase many times. I watch various economic one. The concern now is that the world economy. The monetary policy will not only see but inflation. But the care economy. "
After the Bank raised the interest of banks responding well. However, from July 14-20 of this 15 banks adjust interest in both deposits and loans. This will be beneficial to the economy. Cause more balanced. Because of the fine deposit. Reflects the recovery of economic confidence.
Deputy Governor of the Bank said that banks raise deposit will compete with added liquidity to be loans. This will be beneficial to the growth of bank credit, so take advantage of savings in the economy will drive the economy to benefit fully.

INVESTMENT FOCUS

News from the source to Bangkok Post newspaper interview that the NCCC Secretary-General on 16 July will be announced the investigation of the case, send SMS 17.2 million lines without the cost of government by The point here is not factual errors in such cases, however, if the NCCC meeting completed, and the fact that the Prime Minister or a related offense can not stop on it or may be required. Meeting to vote again from convinced that such information directions news out today is not likely to negatively affect the stock market as it is. No data points in a way that will enable the Prime Minister to terminate the duties of the output will be raised in the petition or not considered. The facts of that case NCCC director occurring element in the offense under the law or not, but for the attitude from the government view. SMS Not as much concerned with that intention in sending SMS. Not a benefit to any person, but to create ร้อง Benefit the country as a whole is not likely to constitute a benefit worth more than U.S. $ 3,000 as requested. SMS may not affect the stability of the state and market Sentiment in the short term however, other political issues that may affect the stability of the state and market are. The case collapsed Democrats in both cases the current funding of political parties 29 million Baht And 258 million donation to the process of the Constitutional Court, but the evaluation process that will result from this are not expected to be concluded in the last 4-5 months.

Since the last day of the week is expected Thai stock index volatility is likely from the effects of the increased policy interest in the rest of this year at least 0.5% by the Bank's policies, including new factors. pressure from a correction in global equity markets after the report Number of important economic indicator for the U.S. last Indicate U.S. economic trends may be slow to rise to a number again, especially retailers (Retail sales excluding car sales. And service sector) reflects spending power of consumers is represented approximately 40% of GDP contraction of two consecutive months (June month decreased 0.5% compared to the same period of last year after a decline. and 1.1% in May), consistent with Car sales figures (Car sales) month of June fell 11.4% from the previous month reflecting the purchasing power of people in the United States started yesterday and weak U.S. economic reports significantly strengthens the weak recovery. the U.S. economy by Federal Reserve central bank. New York Branch has revealed overall business conditions index (Empire State Index) Jul month found that severe than expected loss of 15 points, reaching the lowest point 5.08 since

Month Dec 2010, which concerns the pressure for Dow jones stock market slump in the early hours more than 126 points before recovering to close at 10,359.31 points just slightly negative 7.41 points as investors returned to speculation results. 2Q53 period of Bank of America and General Electric to report on this night is better than the market expected. Brief Overview of the U.S. economy and Europe. Continues to be the most worrying factor and should be pressured to global equity markets.