Thailand
ISO THA · CAP Bangkok
Coalition rebalanced; tourism rebound underway; Myanmar border pressure persistent.
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Peer countries · Asia
Real-estate slowdown, demographic headwinds, and Taiwan-strait posturing keep risk elevated. Tech decoupling pressure intensifies.
PLA grey-zone activity sustained at elevated tempo. Semiconductor leverage remains strategic deterrent.
Missile cadence accelerating. Russia partnership expanding via munitions exchange. Domestic food situation precarious.
Cross-border posture tense; demographic decline and chip-export sensitivity drive medium-term economic risk.