Supply Chain Research

Thailand’s trade growth run continued for a 16th straight month in November, the longest recovery since the two year, post-crisis expansion that started in October 2009. Growth of 14% on a year earlier was led by imports, while the continued growth more broadly reflects a pattern seen across Asia this year. The fastest growing export lines in percentage terms where the primary commodities (rice rose 50%) though in absolute terms a 23% rise in electronics exports led the way. The main risk at this stage may be regulatory. U.S. tariff decisions on washing machines may dent electricals expo...