The Joint Standing Committee on Commerce, Industry and Banking (กกร.) raised its 2026 forecasts: GDP growth 1.6-2.0% (up from 1.2-1.6%), exports 8-10% (up from a forecast contraction of 0.5-1.5%), and inflation 2.5-3.0%. Growth is driven by AI and tech-related exports, which rose 17.6% in the first half, but the committee says the value is not reaching domestic businesses. Expect the US rate outlook and a weaker regional currency to remain risks. For a local SME, the practical signals are stronger demand from export-linked supply chains, rising costs from inflation, and government push for Local Content and support schemes targeted by sector.