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ASEAN Speaks

Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times

Jan 31, 2022
28:49

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

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