As the Fed warned that it is likely to impose large interest rate hikes in coming months to tame inflation, our analysts discuss the extent of ASEAN decoupling from a potential US recession, a likely technical recession in Singapore in 3Q, and when Malaysia might hold its general elections now that the tabling of Budget 2023 has been brought forward to 7th October.
00:18 - Roundup - Winson Phoon
03:31 - ASEAN decoupling - Chua Hak Bin
09:41 - SG technical recession - Hak Bin
11:19 - ID interest rate - Lee Ju Ye
15:39 - MY Budget earlier, GE15 - Suhaimi Ilias
18:31 - MYR/USD outlook - Saktiandi Supaat
22:36 - TH equities - Chan Han Chin
24:40 - TH portfolio pick - Han Chin
26:24 - Higher TP for Grab - Samuel Tan
Producer: Noelle Lim, Maybank IBG
ASEAN Speaks