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외환/환율 📉 부정적 🔴 매우 중요

Thai Baht: Low yields drive THB underperformance – MUFG

요약

Lloyd Chan at MUFG argues that Thai Baht (THB) weakness, despite lower Oil prices, reflects its low-yield profile and the Bank of Thailand’s (BoT) growth-focused stance, which limits tightening scope.