labels: CTF
KKP recommends diversifying portfolios to navigate a polarized world, highlighting 'electricity grid funds and US small-cap stocks' to benefit from AI.
KKP views the world as entering a fully polarized economic era, amidst geopolitical risks, supply chain issues, and a potentially prolonged high interest rate outlook.KKP believes the AI investment trend may only last another 2-3 years, and identifies four risks for the second half of the year, including prolonged high interest rates and the continued fragility of the Thai economy.
KKP assesses investment prospects for the second half of 69, acknowledging that investment in AI stocks remains a key driver of the global market, but expects this momentum to last only 2-3 years.Earn 100, pay 90 lives. Sandwich Gen bears the burden, spreading to Gen Y.
A deep dive into the Sandwich Generation crisis: earning 100, spending 90. Examining 3 retirement planning traps for Thais, and the solutions with KKP's Better Retirement feature on the KKP Better app.High oil prices are driving up housing prices by 10%, KKP predicts the real estate market will be at its lowest point in 8 years in 69.
KKP warns that the real estate market in 2026 will be impacted by war costs, particularly oil prices. They predict house prices could rise by 10% and recommend locking in costs and maintaining fixed interest rates to cope with the market's lowest level in eight years.KKP recommends creating a family constitution as a blueprint to further develop and strengthen the family business.
Family businesses are not driven solely by profit, but by creating a "blueprint for happiness" through flexible and fair rules.KKP recommends ending the blanket diesel subsidy and switching to targeted assistance for specific groups.
KKP advises the government to stop subsidizing diesel at a flat rate of 18 baht per liter, arguing that forcing prices to reflect actual costs discourages people from saving fuel and creates debt for the Oil Fund.KKP leads the way in innovation and cautious growth.
KKP plans to leverage technology and data to elevate the bank from a product provider to a "financial partner" that understands its customers' objectives.KKP is preparing to launch KKP Propify to enter the pre-owned home market, capitalizing on the popular trend of "renovating old houses."
Responding to the growing trend of renovating old houses in urban areas, KKP unveils its 2569 plan to launch KKP Propify platform, targeting the second-hand home and shophouse loan market. Key features include prime locations, larger usable space than condos, and defined loan amounts. The company aims to increase its market share to 5%.The real estate market in 2569 is expected to have a fragile recovery. KKP recommends holding cash and reducing debt to cope with negative structural factors.
Analysts and developers indicate that the Thai real estate sector has passed its lowest point in 2568, but still faces tightness from declining purchasing power. They are watching the "Top 5" sectors, which are expected to capture a 53% share of the condominium market.The real estate market in 69 will continue to slow down, but there is room for growth. KKP focuses on "horizontal developments and real demand."
Real estate transfers in 2025 are expected to reach a seven-year low, with sales plummeting and inventory rising. Newly launched projects are down 33%, with purchasing power weakening and inventory overflowing.
