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ASEAN Speaks
Weekly Briefing: Dualism In SG, Future Rate Hike In VN, ASEAN Downgrades
Oct 31, 2022
30:07
Our analysts review what’s going on in the region - will there be a stagflation in Singapore, can we anticipate more interest rate hikes in Vietnam following two jumbo ones, and how should we get more defensive in ASEAN as central banks further tighten.
00:24 - Roundup - Suhaimi Ilias
04:38 - SG stagflation? - Chua Hak Bin
09:20 - VN interest rate - Brian Lee
12:56 - TH outlook - Lee Ju Ye
15:06 - USD outlook - Saktiandi Supaat
20:51 - ASEAN downgrades - Anand Pathmakanthan
24:38 - ID retail, neutral - Willy Goutama
27:19 - PH REITs - Miguel Sevidal
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