Thailand Market Strategy "Pulse check: What's happening in Thailand? June..."

Research evidence excerpt

Thailand Market Strategy "Pulse check: What's happening in Thailand? June..."

Global Research

1 July 2026ab

Thailand Market Strategy Equity Strategy

ThailandPulse check: What's happening in Thailand?

June 2026 Alex Manoonpol

Analyst

alex.manoonpol@ubs.com

+662-613 5770

What caught our eye this month? Grace Lim

In the June 2026 pulse check for Thailand, we highlight: 1) Finance Ministry targets Economist

~Bt700bn in real investment via BOI Fast Pass and Thailand Fast Pass, with the June- grace-k.lim@ubs.com

+65-6495 5965

launched Thailand Fast Pass expected to cut approval times by 25–50% after BOI Fast

Pass already approved ~Bt100bn across 35 projects, 2) Finance Ministry greenlights TISA Peach Patharavanakul

framework with broader multi-asset eligibility, further details and implementation eyed Analyst

for 2026, 3) Cabinet extends the import period of AFTA corn import quota period by two peach.patharavanakul@ubs.com

+662-613 5717

months to August-end, 4) The government’s “Thais Help Thais Plus” subsidy program

first month spending tops Bt38.9bn by 23 June, 5) BoT maintains policy rate at 1.0%, Sukrit Friestad

with growth forecast updates to 2.3% (UBSe: 2.2%) in 2026 on AI and strong exports Analyst

and 1.8% in 2027 (UBSe: 2.6%). sukrit.friestad@ubs.com

+662-613 5732

FDI push gains traction as budget debate highlights fiscal priorities Warayut Luangmettakul, CFA

Thailand’s FY2027 budget entered first-reading debate on 29 June, with total spending

warayut.luangmettakul@ubs.com

of Bt3.8trn and pensions and welfare highlighted as key structural pressures. The +662-613 5753

budget also allocated Bt12bn for energy-related support and retained Bt100bn for

contingency use, underscoring continued deficit financing as public debt nears the 70% Nicole Goh

ceiling.