Jin10 data reported on August 20 that analysts from CGS International stated in a research report that the Central Bank of Thailand may continue to cut interest rates. They mentioned that the Central Bank had signaled earlier this month during a meeting that the policy interest rate could be further lowered. Analysts expect that Vithai Ratanakong, who will assume the position of new governor on October 1, will lower the policy interest rate by 25 basis points each in October and December, bringing the rate down from the current 1.50% to 1.00%. Analysts pointed out that considering the Fed is expected to cut interest rates before the end of the year, this would allow the Central Bank of Thailand to continue easing monetary policy without excessive concern about capital outflows.

Jin10 reported on August 20 that economists from CGS International analyzed that Malaysia's exports may decline in the second half of the year, with major risks including U.S. tariffs on semiconductors and weakening palm oil exports. Electrical and electronic products account for 43.5% of Malaysia's exports, with semiconductors making up as much as 68%, making policy impacts significant.