Thailand's equity market is expected to maintain positive momentum in the second half of 2026, supported by improving domestic fundamentals, easing geopolitical tensions and lower energy costs, though global uncertainties and valuation concerns could limit upside potential, says BBL Asset Management (BBLAM).
Isara Ordeedolchest, deputy managing director and head of investment research at BBLAM, said several sectors continue to offer attractive growth opportunities despite heightened market volatility. Banks, tourism-related businesses, commerce and construction material companies are expected to remain among the key drivers of the Stock Exchange of Thailand (SET) during the remainder of the year.
