Thailand strategy:Don’t forget the Fed
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2016-06-06
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The Thai market, along with most global markets, has benefited from majorcentral banks’ quantitative easing policies via compression of discount ratesand expansion of PE multiples. We borrow our colleague Jason Todd’sanalysis of this phenomenon in ‘Australian Equity Strategy: Singin’ in the Rain
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