Supply Chain Research

Thai export growth reached 14% in August vs. a year earlier, the fastest rate since December 2012 and well ahead of economists’ 5% forecast. It also means the government’s forecast of 7% growth for the year may be conservative – that would require a slowdown to a 4% growth in the rest of the year. In absolute terms a 13% expansion in exports of electronics was the main driver, though commodities including rubber (25%) and rice (48%) grew more quickly. Risks to the growth outlook include that high exposure to commodities – which can prove volatile – and a U.S. trade case investigating Tha...