SCB EIC raised its 2026 Thai GDP forecast to 2.2% (from 2.0%) and 2027 to 2.1%, driven by digital and electronics investment and exports. The benefit is concentrated in large firms and foreign companies, so SMEs are not seeing it broadly. Inflation is forecast to fall to 1.7% in 2026 and 0.8% in 2027, and the policy rate is expected to stay at 1%. Watch the Q4 power tariff cut to 3.86 baht/unit (Sep-Dec 2026), the fuel fund's rising deficit, Middle East energy prices and possible new US import tariffs. Plan for soft domestic demand and keep borrowing costs and cash buffers under control.