In the past two days, SET Index rallied 21.27 pts since SET valuation is inexpensive and Trump’s Make America Great Again (MAGA) economic policies are not very harsh. However, positive momentum may cool down and upside may narrow down, so SET Index will need new driving force. U.S. President Trump will give a speech at World Economic Forum today, probably about U.S. trade stance. Thailand may face tariffs, while many organizations are working on mitigating potential trade risk. We recommend stocks benefiting from domestic consumption stimulus measures.