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ASEAN Speaks
Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers
Apr 10, 2023
30:19
Our analysts across ASEAN examine the inflation data in Indonesia, Thailand and the Philippines, and weigh in on the impact of Thai’s elections on its stock market and China’s slower than expected recovery. We also discuss despite the surprise decision by OPEC+ to cut crude oil production, we are maintaining our oil price estimate at $100/barrel for 2023.
00:31 - Roundup - Winson Phoon
04:23 - ID inflation - Lee Ju Ye
07:22 - TH inflation - Lee Ju Ye
09:53 - PH inflation - Zamros Dzulkafli
13:56 - FX outlook - Saktiandi Supaat
19:38 - ASEAN strategy - Anand Pathmakanthan
22:40 - KLCI forecast - Anand Pathmakanthan
23:46 - OPEC cut - Liaw Thong Jung
25:11 - TH banks - Jesada Techahusdin
27:12 - VN strategy - Hoang Huy
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Discover
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