As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN economies and earnings. We also watch for China’s National People’s Congress this week, as well as headwinds slowing Vietnam’s GDP growth as a result of bond defaults.
00:26 – Roundup - Suhaimi Ilias
04:55 - ID interest rate - Lee Ju Ye
06:15 - ID earnings repatriation - Lee Ju Ye
08:04 - TH external trade - Lee Ju Ye
09:42 - VN GDP - Brian Lee
15:35 - Sustainable bonds - Mun Yi Se Tho
18:45 - USD outlook - Saktiandi Supaat
21:46 - China NPC - Saktiandi Supaat
23:56 - ASEAN 4Q earnings - Anand Pathmakanthan
26:22 - MY banking - Desmond Ch’ng
28:56 - PH banking - Rachellen Rodriguez
30:45 - MY EV, Tesla - TJ Liaw
Producer: Noelle Lim, Maybank IBG
ASEAN Speaks