Why Thai Baht Correlates with Gold Prices?
From my personal notes
Thai people has the culture of buying gold.
When gold prices goes up, some Thai people will take profit by selling gold in exchange for THB.
When more Thai people sell their gold in exchange for THB, it drives THB currency up.
As an export heavy and tourism driven country, a stronger currency is not always a good thing for Thailand.
Why Thai Baht correlating with Gold Prices is bad?
Gold is often the safe haven for economically downturn. It correlates inversely with stock market.
When gold price rises, it often signifies a weakness in US and global economy.
As Thailand is an export heavy and tourism driven country. A downturn in global economy heavily affects both exports and tourism.
This is further worsen when gold prices correlates with THB, making exports and tourism even more expensive.
