Research

Market Insights

Superior Quality and Value in Private Companies

Small and medium-sized companies form a significant portion of the Thai economy and have been experiencing commendable growth versus a divergent reduction in loan approval growth.

This presents opportunities for steady gains that are less correlated to equities and general fixed-income markets.

The USD 40B Financing Gap

Thailand's direct lending sector is at an early but promising stage. The combination of a large SME financing gap and stricter bank lending creates significant direct-lending opportunities.