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As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while exploring the impact of subsidies rationalization on inflation. Additionally, we examine Thailand's lower than expected Q3 GDP, and share insights from our Thai Bank Day, as well as discuss our equities strategy for Indonesia.
00:33 - Roundup - Winson Phoon
03:56 - MY 2024 - Suhaimi Ilias
08:52 - MY balance of payments - Zamros Dzulkafli
10:26 - MY inflation - Zamros Dzulkafli
13:24 - SG inflation - Brian Lee
15:45 - SG GDP - Brian Lee
17:58 - ID interest rate - Brian Lee
19:33 - TH GDP - Erica Tay
23:35 - MY banks - Desmond Ch’ng
25:48 - TH Bank Day - Jesada Techahusdin
27:18 - ID strategy - Jeffrosenberg Chenlim
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