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ASEAN Speaks
Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail
Sep 25, 2023
24:29
We discuss our revised forecast in light that the FOMC has guided for one more 25 basis point hike this year. Additionally for ASEAN equities, specifically the Thai market, why did it experience a pullback despite the resolution of political uncertainty? We also look at different industries - the outlook for large scale solar projects in Malaysia, the cement industry in Indonesia, and retail in Thailand.
00:34 - Roundup - Winson Phoon
04:28 - FOMC - Chua Hak Bin
06:55 - SG NODX - Chua Hak Bin
08:59 - ASEAN, ESG calls - Anand Pathmakanthan
14:59 - KLCI - Anand Pathmakanthan
15:45 - MY Solar - Nur Farah Syifaa
18:33 - ID cement - William Jefferson
21:35 - TH consumer - Suttatip Peerasub
Producer: Noelle Lim, Maybank IBG
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode