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Thailand Economics: Upside Surprise in Core Despite Weaker Headline Jun CPI
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Thailand Economics: Upside Surprise in Core Despite Weaker Headline Jun CPI
Thailand Economics
07 July 2026 Citi Research
Figure 10. BOT’s private consumption index showed a sharp Figure 11. Vs 2019 levels, tourist arrivals fell sharply in Apr
improvement in durables consumption (especially autos), but rebounded in May across most major markets
though less pronounced in other categories
Dec'19=100 Private consumption indicators Dec'19=100
% of 2019 Tourist arrivals by region/nationality % of 2019
130 150 150
120 125 125
110 100 100
75 75
100 50 50
90 90
25 25
80 80 0 0
70 70 Jan-23 Jul-23 Jan-24 Jul-24 Jan-25 Jul-25 Jan-26 Europe America
60 60 ASEAN Other East Asia
Sep-19 Sep-20 Sep-21 Sep-22 Sep-23 Sep-24 Sep-25 South Asia Middle east (3mma, RHS)
Co-Payment Scheme Non-durable Semi-durable Services Durable Africa China
Total
© 2026 Citigroup Inc. No redistribution without Citigroup’s written permission. © 2026 Citigroup Inc. No redistribution without Citigroup’s written permission.
Source: Citi Research, CEIC Source: Citi Research, CEIC Data Company Limited
Figure 12. BOT's private investment index rose MoM largely Figure 13. BOI investment applications slowed in 1Q26, but
on vehicle investments, with equipment and construction digital sector applications remain strong
broadly stable
2010=100 Private Investment Inndex indicators Bt Bn BOI Approved Applications
160 700 Other Business Types
150 High Value Services
140 600
Creative
120 Digital
110 400 Utilities
100 Chemicals.Petrochem
90 300
Metals
70 200 E&E
Apr-19 Apr-20 Apr-21 Apr-22 Apr-23 Apr-24 Apr-25 Apr-26 Machinery and Autos
Private Investment Index (PII): Seasonally Adjusted (sa) Medical
PII: sa: Private Vehicle Investment Index
0 Agri, Food Biotech PII: sa: Private Machinery and Equipment Investment Index
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