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Anand Pathmakanthan speaks on the 3Q earnings season to date and how funds flow is rotating. MKE’s energy research team has revised Brent crude assumptions to US$75/bbl for 2022 and discuss scenarios for an energy super cycle. Indonesia, Thailand and Singapore banking sector is flush with liquidity - is loans growth finally back on track?
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode