The BOT says the policy rate of 1% suits the economy, which is still recovering below potential. It sees the baht as stable and the rate gap with the US as already priced in. Net foreign inflows since early 2026 are about 50 billion baht, mostly into equities and bonds. Reserves are over 300 billion USD. The BOT says outflows since the Middle East conflict are modest versus regional peers. Policy may stay easy. For a business, this means no near-term signal of a sharp baht move or rate hike from this statement alone.
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