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Our analysts unpack their 2023 Year Ahead: Defensive Harbour report—forecasting a mild global recession with ASEAN-6 markets emerging as a defensive play, delivering yet again higher GDP growth than China.
00:15 - Roundup - Ong Seng Yeow
00:56 - Fed moves - Suhaimi Ilias
07:40 - ASEAN inflation - Chua Hak Bin
09:45 - ASEAN interest rate - Chua Hak Bin
11:12 - Bonds outlook - Se Tho Mun Yi
15:13 - ASEAN economic - Chua Hak Bin
18:18 - TH current account - Lee Ju Ye
21:31 - THB - Saktiandi Supaat
22:38 - Yen, RMB, USD - Saktiandi Supaat
27:40 - MYR outlook - Saktiandi Supaat
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