Thailand Freight Transport and Shipping Q2 2018
|出版日期||內容資訊||英文 53 Pages
|泰國的貨物運輸產業分析 (季度更新報告) Thailand Freight Transport and Shipping Q2 2018|
|出版日期: 2018年01月23日||內容資訊: 英文 53 Pages||
BMI View: We forecast positive, albeit tepid, growth in Thailand's trade in 2018 and over the medium term to 2022. Trade growth will remain subdued in the short term as Thailand's open economy remains highly exposed to headwinds emanating from a slowdown in global trade, particularly given slow growth in key trading partners such as Japan and China and rising risks of protectionism from the US. There are also internal factors at play, namely high household debt that could suppress consumption and an uptick in political risks. Over 2019-2022, we anticipate a stronger recovery in freight growth, with rail leading the charge in terms of growth, albeit from a low base, as infrastructure capacity enhancements gain traction. Meanwhile other freight modes will benefit from rising consumer spending and the ever-expanding export sector, underpinned by industries moving higher up the value chain.