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Aberdeen New Thai

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Last Video Update

May 2021: An update from fund manager Orsen Karnburisudthi

We are cautiously optimistic about the near-term outlook for Thai equities. Despite the recent surge of Covid-19 infections, we remain hopeful that the swift rollout of vaccines should enable the country’s tourism and export-driven economy to recover over the course of this year. Local authorities hope the country should reopen fully by mid-October. We are also encouraged as investors have been returning to riskier assets despite the virus not yet being fully under control. Additionally, we expect further support for the domestic stock market, having observed a rotation from growth stocks into more cyclical ones that suffered during the selloffs at the peak of the pandemic. At the corporate level, we believe that Thai-listed companies are resilient and we expect that when the turnaround occurs, the Trust’s fundamentally robust holdings will recover, and sustainably so. As long-term investors, we remain confident that the portfolio’s high-quality underlying holdings, with steady credit lines, robust balance sheets, good cash flow and prudent management will stand the Trust in good stead beyond the current crisis.

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Fund Description

Selecting quality companies from the dynamic Thai market

Investment Objective

To provide shareholders with a high level of long-term, above-average capital growth through investment in Thailand. The Board seeks opportunities for investors to benefit from the development of the broader Thai economy and the growing exposure to other regional markets that offer exciting opportunities such as Cambodia, Myanmar and Vietnam.

AIC Sector classification: Country Specialist

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