Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grows the fastest in this decade. Also, top of today’s research is ASEAN X Macro thematic report on inflation drivers and risks, and our model portfolio strategy for Thailand.
00:26 - Roundup - Winson Phoon
04:17 - SG 1Q GDP - Chua Hak Bin
07:40 - SGD if re-centering - Saktiandi Supaat
10:51 - ASEAN inflation drivers - Suhaimi Ilias
15:01 - PH inflation - Zamros Dzulkifli
17:17 - TH inflation - Lee Ju Ye
20:00 - TH banks - Jesada Techahusdin
21:36 - TH tourism - Yuwanee Prommaporn
24:25 - TH portfolio strategy - Chan Han Chin
27:11 - More soybean, CPO outlook - Ong Chee Ting
Producer: Noelle Lim
ASEAN Speaks