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cover of episode Thailand's political drama is making markets nervous

Thailand's political drama is making markets nervous

2025/7/1
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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People
H
Helena Bormann
J
Johan Vestman
M
Maddy Savage
S
Sandra Mondahl
S
Shyamal Kahlil
V
Vlad Tenev
Topics
Shyamal Kahlil: 作为一名经济记者，我认为目前泰国总理的暂停职务事件已经严重动摇了投资者对泰国经济的信任。事实上，早在这次政治风波之前，总理就面临着重振疲软经济的巨大挑战，并且未能成功推出关键的经济政策。我观察到，她的支持率已经大幅下降，这无疑加剧了市场的担忧情绪。更重要的是，她的政党在推行大型经济项目方面也遇到了阻力，这与她父亲执政时期的成功形成了鲜明对比。所有这些因素都在向投资者发出警惕信号，导致他们持续抛售泰国股票。我个人认为，如果政府不能有效支撑经济，泰国经济衰退的可能性是存在的。目前，泰国在全球市场上的表现确实令人担忧，这与政治不稳定和经济政策的滞后密切相关。因此，我建议投资者密切关注泰国的政治经济动态，谨慎评估风险。

Deep Dive

Shownotes Transcript

From the BBC World Service: Political turmoil is brewing in Thailand after the country's prime minister, Paetongtarn Shinawatra, was suspended by the Constitutional Court. Her party, the Pheu Thai Party, has struggled to launch key economic policies since taking office. We'll hear more. Plus, a dispatch from Robinhood's international crypto event in Cannes and a trek to the Øresund Bridge, which has linked Denmark and Sweden — and impacted businesses there — for 25 years.