Finnomena bullish on local equitiesListen to this articleMr Jessada, centre, says Thailand still has multiple fiscal stimulus tools available that could provide further upside to economic growth once implemented. Jessada Sookdhis, chief executive and co-founder of Finnomena Funds, said the outlook represents a clear break from prevailing market sentiment, which has remained cautious on Thai equities despite historically attractive valuations. Finnomena observed foreign investors have slowed net selling of Thai equities, while domestic investors have begun returning to the market. GLOBAL ALLOCATIONChayanon Rakkanjanan, chief executive and co-founder of Finnomena, said global investment dynamics are undergoing a structural shift. As a consequence, Finnomena sees stronger upside in AI-related equities in South Korea, Taiwan, Europe and Japan, particularly chipmakers and power infrastructure providers.
