We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by India on Indonesia’s consumer companies, and the risk of re-imposition of Indonesia’s palm oil export ban, and if it is time to bottom-fish regional tech champions, Grab and SEA, ending with what will lift the Renminbi.
00:17 - Roundup - Suhaimi Ilias
05:22 - SG NODX - Chua Hak Bin
08:32 - TH, ID outlook - Lee Ju Ye
13:49 - ID consumers - Willie Goutama
16:20 - Palm oil exports ban - Ong Chee Ting
19:28 - PH monetary policy - Zamros Dzulkifli
23:01 - PH property policies - Miguel Sevidal
25:57 - SEA, tech - Lai Gene Lih
28:02 - RMB weaknesses - Saktiandi Supaat
Producer: Noelle Lim
ASEAN Speaks