structural

“The key, as always for investors, lies in maintaining discipline and focusing on the underlying structural factors behind the move,” he said.

In short, Marvell’s “diverse, structural growth” led by share gains in the market for data center AI make it one to watch.

Investors are looking for companies that are resilient and innovative in long-term structural uncertainty, it said.

Still, rate cuts can’t address structural issues, such as Thailand’s fading export competitiveness and lower tourism, the deputy governor said.

Both see structural changes in the labor market, but Miran has called for significant rate cuts while Bostic remains reluctant to forecast more than one.