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Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwhile, the US's robust GDP growth, backed by deficit spending and subsidies for semiconductor, will help drive ASEAN export growth. How might these different developments affect ASEAN and central banks' decisions on interest rates?
00:30 - Roundup - Suhaimi Ilias
06:45 - Regional green shoots - Chua Hak Bin
11:28 - PH interest rate - Zamros Dzulkafli
14:20 - TH macro - Erica Tay
18:52 - FX - Saktiandi Supaat
24:16 - ID property - William Jefferson
25:49 - SG telco - Kelvin Tan
Producer: Noelle Lim, Maybank
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode