TISCO ESU cautioned on July 30 that global stock markets are entering a turning point in the second half of 2024. Technology and AI stocks have tightened as investors increasingly use leveraged positions, raising concerns that market fragility could worsen if the Federal Reserve raises interest rates, hiking financing costs. The firm expects investment capital to gradually shift toward fundamental, robust equities, spotlighting energy and materials sectors.

Senior strategist Thanathat Srisawat of TISCO Economic and Strategy Center revealed that TISCO ESU will emphasize diversifying investments away from crowded trades, particularly the semiconductor industry, which has surged dramatically with elevated valuations and volatility. The firm sees energy and materials as attractive sectors, bolstered by a recovering commodity cycle reflected in significant upward revisions to 2024 earnings-per-share estimates. If sector rotation occurs—drawing capital away from concentrated technology and AI holdings—both energy and materials could benefit substantially.

"Global markets faced volatility in the first half from geopolitical tensions in the Middle East, energy price swings, and major central banks' dramatic policy tightening," Thanathat said. "While markets recovered multiple times, gains concentrated in technology and semiconductors, clearly reflecting rising speculative behavior." TISCO ESU believes markets are shifting from speculation-driven rallies to periods when investors prioritize earnings quality and fundamentals, making this a critical moment for investors to review asset allocation and prepare for new investment flows.

Research assistant Thanachote Phutthanakij of TISCO ESU noted that a key market signal is not merely rising share prices but surging leverage use—margin lending climbing to record or near-record highs in Taiwan, South Korea, Japan, and the U.S., all crucial to global semiconductors. Taiwan's margin loans have already exceeded dot-com bubble levels from 2000, signaling intense speculation, while South Korea's borrowing for investment has jumped over 141% since early 2024, reflecting aggressive retail leverage tactics.

Heavy rain continues to fall in Chiang Rai from early morning, causing the Mae Korn River to flood four villages. The provincial governor has ordered emergency relief efforts and warned drivers to use the Suan Dok intersection with extreme caution.

At 8:50 AM on July 30, 2025, reporters documented continuous heavy rain from 4:00–5:00 AM in the Mae Saat and Pang Pa Kao areas and surrounding regions, with accumulated rainfall exceeding 100 millimeters. This triggered a surge of water from upstream areas flowing into the Suan Dok area in Mae Korn Subdistrict, Mueang Chiang Rai District, inundating homes and several roads.

Water has now reached the Suan Dok intersection, which connects Highway 5 to Dong Mada and the route to Singha Park in Mueang Chiang Rai, linking onward to Dong Mada Subdistrict in Mae Lao District. Although water depth is not severe, strong currents continue to flow through the area, and drivers can still pass but must exercise special caution.

Provincial Governor Chucheep Phongchai has ordered the Chiang Rai Provincial Disaster Prevention and Mitigation Office to work with local authorities to provide urgent assistance to residents after flooding from the Mae Korn River has affected four villages in Mae Korn Subdistrict: Ban Pang Rim Korn, Ban Pang Kok, Ban Mai, and Ban Fang Min, with close monitoring of the situation.

The Hydrology Division 2 at the Chiang Rai Water Resources Department reported that the Mae Saat early warning station recorded 99 millimeters of accumulated rainfall in 12 hours, with periods of heavy rain reaching 4.5 millimeters in 15 minutes. The Nong Khiao station in Mae Korn Subdistrict measured approximately 108 millimeters of accumulated rainfall in 12 hours as of 6:21 AM, resulting in rapid flash flooding across the area.

All agencies continue to survey damage and assist residents. The public is urged to monitor the situation closely if they must travel through the Suan Dok intersection and low-lying areas, and to exercise caution until water levels return to normal.

Plus Property sees the property management market continuing to expand from both new real estate projects needing professional oversight and existing projects seeking quality upgrades to stay competitive. The company is aggressively targeting the luxury segment by taking on management of The Standard Phuket, while developing structural engineering, concierge, and smart parking services to build a comprehensive living ecosystem for long-term growth.

On July 30, Plus Property managing director Suwarnnee Mahonrangchai stated that property management continues to grow steadily, enabling the company to maintain revenue and profit targets in the first half of the year. She explained that customer confidence built over 30 years stems from management that preserves project value through building standards, common areas, quality community building, and enhanced living experiences—factors critical to project viability and long-term property value.

Diversifying consumer behavior has made property management increasingly important, particularly among pet owners, seniors, and sustainability-focused residents. Developers establish product quality foundations, while property management companies execute these concepts through services and operations.

In the second half of the year, Plus Property will push further into luxury management by raising staff capabilities through PLUS EDUPLEX, Thailand's first institution authorized to teach CTH (Confederation of Tourism & Hospitality) hospitality curricula. Training will occur in quarters two and three to deliver international-standard service for luxury clients.

The company recently secured management of The Standard Phuket, marking a major milestone in expanding into branded residences and reinforcing its luxury management expertise. It is also growing Touch Property, a building engineering firm that has tripled this year due to demand for building maintenance and improvements, while expanding Plus Concierge networks to enhance residential services.

LIV-24, a subsidiary, is expanding LIV-PARK smart parking after opening its first Donmueang location, with plans for central business district expansion and a parking-finder app launching in quarter three. The company is also exploring non-core business opportunities to drive long-term revenue growth and complete its residential ecosystem.

Currently, Plus Property manages over 440 projects covering more than 100,000 families nationwide, with customer satisfaction exceeding 91% last year, reflecting strong client confidence.

Thailand's Commerce Ministry is targeting construction material exports to Mexico, capitalizing on the country's expanding industrial park development. Sunanta Kangwaligulkij, director-general of the Department of International Trade Promotion (DITP) under the Commerce Ministry, announced that she has directed commercial attachés worldwide to accelerate the expansion of Thai goods and services according to Deputy Prime Minister and Commerce Minister Suphajee Suthummaphan's policy. The ministry recently received a report from Kannika Kakaardi, director of the Trade Promotion Office in Mexico City, on Mexico's construction sector, which shows continuous growth potential and opportunities for Thai construction material exports.

Thai trade officials report that Mexico's construction sector is recovering following infrastructure investments, industrial area development, and expansion of the logistics sector. This growth is driving related businesses including construction, construction materials, machinery, and supporting industries. According to Mexico's National Institute of Statistics (INEGI), industrial activity in Mexico expanded 1.8% year-on-year in April 2026 and grew 2.1% month-on-month, with the construction sector as the primary growth driver, expanding 10.2% annually and 7.6% monthly—outpacing manufacturing's 1.2% growth while mining and utilities continue to slow.

A key factor propelling Mexico's construction sector is the restructuring of supply chains and investment to decentralize manufacturing across North America, driving increased demand for industrial space and production support systems. Mexico's Private Industrial Park Association (AMPIP) plans to develop 128 new industrial parks between 2024 and 2031, valued at approximately $6.2–8.6 billion, to support manufacturing and domestic and foreign investment. These projects include industrial parks, factories, warehouses, distribution centers, commercial buildings, data centers, transportation infrastructure, and energy and utility systems.

The government also supports development through transportation and infrastructure projects, including connection routes, rail systems, ports, and new economic zones, which boost demand for related goods and services such as steel, metal products, construction materials, electrical systems, sanitary fixtures, construction equipment, machinery, air-conditioning systems, automation, and interior finishing. Meanwhile, the private sector increasingly prioritizes energy-efficient construction, cost reduction, and long-term building management, driving demand for value-added materials and technologies.

"Mexico's construction and infrastructure expansion represents an opportunity for Thai entrepreneurs across multiple industries, not only construction material manufacturers but also building decoration producers, electrical system providers, air-conditioning manufacturers, plumbing fixture makers, construction machinery producers, and industrial parts manufacturers," the ministry stated. "Market demand extends beyond new construction projects to system installation, building efficiency upgrades, and industrial area improvements for long-term operational capacity."

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Over 5,300 Visitors Flock to Thai Nature Parks for Royal Birthday

On July 30, 2024, Natural Resources and Environment Minister Suchat Chomklin announced the success of his conservation-focused tourism initiative, which offers the public access to natural attractions while promoting forest preservation. The ministry tasked the Forestry Department with developing all 37 national recreation forests nationwide into quality nature tourism destinations and waived entrance fees at seven facilities during the royal birthday period to encourage families to spend time in nature.

Suchat revealed that the 37 national recreation forests across Thailand welcomed a combined 5,315 visitors and tourists during the July 28 royal birthday celebration, demonstrating the success of conservation tourism policies and appropriate public access to natural areas. The three most popular recreation forests were Bok Luek in Ubon Ratchathani, Hin Sam Wale in Bueng Kan, and Khao Ito Waterfall in Prachuap Khiri Khan.

Other acclaimed natural attractions drawing steady visitor interest include Aiyerweng Sea Mist in Yala, Khao Soon in Nakhon Si Thammarat, Bo Sip Song in Phayao, and Dong Roi Thao Arkhosawr in Phetchabun, all serving as distinctive and resource-rich natural learning sites.

Suchat emphasized that conservation tourism not only provides recreation and ecological education but also generates income, stimulates grassroots economies through local goods and services, and enables community participation in sustainable resource management. "The ministry will continue promoting conservation tourism to ensure Thai citizens can access natural sites under management that balances ecosystem health with sustainable resource use, creating prosperity for people and strength for local communities alike," he said.