labels: Morning Star
Morningstar sees investment opportunities, US stocks increase value stocks, reduce growth stocks portfolio
Morningstar reveals US stocks are trading at an 8% discount, recommends increasing investment in Value and Core stocks, targeting energy, communications, Consumer Cyclical and real estate groups.Morningstar eyes 0.5% annual cut in US GDP for 68-69
Morningstar to cut US GDP forecasts for 2025 and 2026 by around 0.5% per year, sees economy at risk of 1/3rd recession next yearMorningstar Q2 US Stocks Outlook: Recommends Adding Weight to Small-Cap and Reducing Weight in Mid-Large Cap Stocks
Morningstar sees investment opportunities in US stocks in Q2, prices adjusted in line with fundamentals, recommends increasing investment weight in small-cap stocksThai ESG Fund is on the rise, ending 67 with assets of 3.2 million baht, with debt instruments the champion, taking 51% of the share.
Morningstar reveals Thai ESG funds are on the rise, with asset value at the end of 67 reaching 3.2 billion baht, up almost 400%, with an inflow of 2.8 billion baht.Morningstar sees investment theme: AI technology still strong in 2025, warns of social and environmental risks
Morningstar looks to 2025 investment theme: AI technology is still strong, but environmental and social risks are increasing due to energy demand that cannot lead to a low-carbon society.4 mistakes in organizing your investment portfolio
Morning Star reveals 4 mistakes in investor portfolio management. One of them is duplication of investment.Debt funds and fees that investors must know
Morning Star Reveal fees are another good measure for estimating investment returns. Funds with low fees tend to give better returns. And bond funds with expensive fees tend to have higher volatility than normal.Thai stock funds In the first quarter, money flowed in at 3.3 billion, a new high for 3 years. SCB Asset Management Co., Ltd. is the champion. Kasikorn Asset Management Co., Ltd. ranks 2nd.
In the first quarter, investors had the opportunity to invest in Thai stocks through mutual funds. Resulting in the highest money inflow in 3 years at 3.3 billion baht. The SCB SET Index Fund (Acc) is the champion with an inflow of 1 billion baht. Overall, the industry has an asset value of 2.3 billion baht, a decrease of 2.8%.Credit risk in bond funds After the banking crisis in the United States and Europe
After the banking crisis in the United States and Europe, or the banking crisis, in March 2566, the bond market has greatly increased volatility. Investors are beginning to pay more attention to credit quality. and increased concern about investing in low quality instrumentsBond funds outflowed 6.4 billion baht in February, pressure factors from interest rates and inflation.
Morning Star Summary of the Thai mutual fund industry at the end of February 2566, with a net asset value of 3.8 million […]
































