Thai Banks Look Pretty Interesting, Stotz Says

The video discusses the ongoing political turbulence in Thailand, comparing current events to past political cycles. It highlights the economic resilience of Thailand despite political instability, noting that large companies may benefit while smaller ones face challenges. The discussion shifts to Thai banks, emphasizing their soundness and potential investment opportunities despite election risks. The video also addresses consumer credit issues and the banks' ability to manage risks, suggesting that banks have more flexibility now than during the 1997 crisis.

What indicators suggest that the Thai economy is in good shape?

How might the political situation in Thailand affect consumer credit and lending?