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ASEAN Speaks

Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks

Jun 6, 2023
32:38

Our analysts present forecast revisions - Vietnam’s GDP, US dollar, our year end KLCI target - and also consider undervalued plays in Thailand’s energy and retail sectors. 

00:20 - Roundup - Suhaimi Ilias

06:53 - TH interest rate - Lee Ju Ye

09:17 - ID inflation - Lee Ju Ye

11:28 - VN GDP - Brian Lee

14:10 - USD, Euro, CNY - Saktiandi Supaat 

19:00 - USDMYR - Saktiandi Supaat 

21:48 - MY 1Q earnings - Anand Pathmakanthan 

25:46 - TH energy - Chak Reungsinpinya

29:22 - TH retail - Suttatip Peerasub


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