In this episode, we will be going through the newly signed JS-SEZ agreement and how Singapore's plan to invest money and policies behind it will make this time different.

With both Malaysia and Singapore setting up funds to develop infrastructure and subsidise companies transitioning into the JS-SEZ, as well as a joint target of 100 projects in the SEZ.

We also covered a selection of Singaporean and Malaysian companies that we believe would benefit the most from the agreement.

Two of our analyst are also joining us today. Krishna Guha who will be talking about why he thinks the outlook for REITs are getting better and Hussaini Saifee who will be talking about why he remains bullish on the ASEAN Internet sector.

Edited by Xuan Hao/Dion/Bruce