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ASEAN Speaks
Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks
Aug 22, 2022
26:27
As sentiment on Chinese property stocks lifted last week, we discuss our outlook for bonds. We also unpack our special reports on Philippines remittances, ASEAN equities strategy, Thailand’s telco spectrum, and our forecast on Vietnamese banks.
00:22 - Roundup - Chua Hak Bin
02:17 - CNY bonds, property - Winson Phoon
06:33 - TH GDP, THB - Lee Ju Ye
10:02 - PH interest rates, remittances - Zamros Dzulkafli
14:52 - ASEAN strategy - Anand Pathmakanthan
17:36 - TH telco - Wasu Mattanapotchanart
21:43 - VN banks - Quan Trong Thanh
Producer: Noelle Lim, Maybank IBG
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode