Today our economics team shares on their latest outlook for Singapore. With the recent suspension of reciprocal travel bubbles with Malaysia, South Korea and Germany, how large an impact will this have on migrant workers as more than 30% of Singapore’s workforce is non resident. Lockdowns or not, Vietnam’s exports and manufacturing activity is humming. We explain the drivers behind this economic resilience and why we still think Vietnam’s stock market will go from strength to strength. ASEAN Banks have outperformed by 30% since 4Q last year. Despite this, our banks research team remains positive and shares their high conviction ideas for 2021.
ASEAN Speaks