Thailand

Thailand: Agro & Food - “La Niña” to dominate through YE22

  • Upgraded La Niña; short-term dominant La Niña through YE22

  • Minimal impact on the harvest season of US soybean crop

  • Concern over the imminent drought in Argentina in 4Q22-1Q23

https://cdn.tellimer.com/providers/badge-bualuang-securities-IgdCtOJav0lrQzqIgisZQ69ULnc5gL0l22ddwImZ.png
Prasit Sujiravorakul @ Bualuang Securities
September 22nd, 2022
Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in

Subscribe to read this report

You can read this report by subscribing to a Starter or Pro plan today.

Already have an account? Log in

Recommendations

Access to recommendations is a Pro feature.

Most Read

1 ∙ Strategy Note ∙ Global
Fixed income strategy: Top picks for 2024
2 ∙ Sovereign ∙ Ethiopia
Ethiopia: Debt suspension signals restructuring momentum; upgrade to Buy
3 ∙ Strategy Note ∙ Global
Geopolitics in EM: Conflicts everywhere but the biggest ones may freeze in 2024
4 ∙ Weekend Reading ∙ Global
The best and worst performing frontier market stocks so far this year
5 ∙ Strategy Note ∙ Saudi Arabia
OPEC+ could be more potent in 2024 as non-OPEC+ supply growth slows

Disclosures

This publication is being distributed by Tellimer solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.

This publication is not intended for distribution to, or use by, any person or entity in any jurisdiction in any country where such distribution or use would be contrary to law or regulation, or which would subject Tellimer to any registration requirement within such jurisdiction or country.

This research is produced by a third party. The Tellimer team has had no editorial input into the content of the note.