For our first podcast of 2021, Maybank Kim Eng’s strategists will assess the drivers behind the current reflationary cycle and whether ASEAN central banks may be tempted to bring forward interest rate normalisation. As governments prepare to stockpile COVID-19 vaccines and execute on immunisation programs, COVID cases are back on the rise. How will these developments impact brittle economies like Thailand and its stock market? Will the strong Baht complicate its recovery? Lastly, given the steepening of the 10year treasury yield curve, do Singapore REITs still offer value? Tune in to find out.
ASEAN Speaks