Building on the theme of weaker growth, our analysts discuss their outlook - outperformance for the next 6 months within Asia Pacific, emerging market currencies and Yen, and Malaysia’s economy and equities strategy in the second half of this year.
00:21 - Roundup - Ong Seng Yeow
01:38 - Potential for outperformance in Asia - Chan Han Chin
06:39 - MY: S&P revision - Winson Phoon
13:27 - EM FX outlook - Saktiandi Supaat
17:02 - Yen forecast - Saktiandi
18:21 - ID government bonds - Winson
21:01 - MY 2H strategy - Anand Pathmakanthan
25:01 - MY 2H macro - Suhaimi Ilias
Producer: Noelle Lim