Brokerage Asia Plus reports foreign investors sold about 30,600 million baht of Thai stocks over 7 trading days, as US 10-year bond yields hit 5.30%, the highest since 2007. It estimates flood damage of 5,000-10,000 million baht over one week and sees Q3 2026 GDP slowing to 2.1-2.2%. For a small business, plan for weaker domestic demand and a tighter cash position, and watch flood-hit areas and the Golden Week tourism slowdown. Higher global rates also mean borrowing costs may stay elevated.
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