Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors position themselves in the bond markets, and what forex strategies apply? Where can we seek shelter from inflation in Singapore equities? Our analysts also dig into the Thai healthcare and property sectors for opportunities.
00:36 - Round-up - Suhaimi Ilias
5:58 - Treasury yield curve prediction - Winson Phoon
11:00 - Forex strategies - Saktiandi Supaat
16:34 - Raising inflation forecast - Chua Hak Bin
21:22 - Inflation on Singapore equities - Thilan Wickramasinghe
23:27 - Thai healthcare upgrades - Yuwanee Prommaporn
25:05 - Thai property picks - Vanida Geisler
Producer: Noelle Lim
ASEAN Speaks