Krungsri Sees Limited Impact from US Tariffs, Highlights Selective Picks for New CAPEX Cycle
Krungsri Securities analysts suggest that upcoming U.S. Section 301 tariffs will have a minimal impact on Thailand's economy. The firm highlights that key sectors like semiconductors and data centers are likely to receive exemptions, maintaining a positive outlook for regional infrastructure investment.
Why it matters
Understanding the impact of trade policy on emerging markets is crucial for global investors and supply chain managers.
Mr. Koraphat Vorachet, Assistant Director and Division Head of Research at Krungsri Securities (KSS), stated in the “Kaohoon” program on June 4, 2026, that as the U.S. is preparing to impose the Section 301 tariffs on multiple countries, including Thailand, he assessed that the impact on the kingdom’s economy and stock market will be limited.
The report focuses on economic analysis and market projections from a financial institution.
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