Morning Brief 8 Sep 68

Morning Brief Sep 8, 68 - U.S. Labor Market Slows, Opens Way Fed to Reduce Interest, Introduce KKP-SG-AA, KFHEALTH-A and K-INDIA-A (D)

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📖 Read the full analysis at:

https://www.phillip.co.th/th/update/research-fund/phillip-fund-news-morning-brief

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The summary includes economic issues of interest today.

🟢 U.S. employment slowdown: Aug data Non-agricultural employment added only 22,000 jobs. Low forecast of 75,000 dramatically, unemployment rate of 4.3%, but average hourly wages added 3.7%.

🟢 U.S.-Europe stock markets fell on economic concerns, weak employment figures, while most Asian stock markets rose.

🟢 Broadcom shares surged 15 percent after revealing $10 billion in orders for AI chips from new customers; expected to be OpenAI.

🟢, Mr. Anin Chan Weegul of the Thai Proud Party has been produced as the 32nd Prime Minister, following the tide of "half a person."

🟢 Factors to follow include US CPI figures, Monetary Policy Conference and Japan's Q2 / 2025 GDP.

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Phillip Fund Analysis view:

🟢, a continuing slowdown in the U.S. labor market could open up an easier channel for the Fed to cut interest.

🟢 AI and Automation are becoming increasingly active in replacing the demand for temporary workers, especially in businesses that use low-skill workers.

🟢, the market interprets "soft labor news" as positive for risky assets because it increases the chances of the Fed relaxing monetary policy, waiting to keep an eye on inflation.

🟢 Short-Term Strategy: Focus on investing in big, basic stocks such as Mega Tech, Healthcare, AI Infrastructure and gaining weight in the Russell 2000 and Growth Tech if the market shrinks strongly.

🟢 for new investors, it recommends "Buy on Dip," waiting for the S & P500 at 6,000 and the Nasdaq at 19,000-20,000 points.

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Introduced mutual funds

🟢 KKP-SG-AA (Global Mixed Fund)

🟢 KFHEALTH-A (Healthcare Sector Fund)

🟢 K-INDIA-A (D) (Indian Equity Fund)

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PhllipCapital offers investment advice with stock recommendations at no cost from experts available to you.

📞 Call 02-153-9221 ✅ Line @ phillipdc

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