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ASEAN Speaks
Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios
Mar 20, 2023
28:34
We review possible contagion and currency scenarios, and cut our forecast for Singapore’s non-oil domestic exports (NODX) after it extended a double-digit decline in February. Looking ahead, we evaluate the Belt & Road plans for ASEAN that were tabled by the National Development and Reform Commission (NDRC) at China’s recent National People’s Congress.
00:20 - Roundup - Winson Phoon
04:05 - Bank of Indonesia updates - Lee Ju Ye
06:54 - ID trade - Lee Ju Ye
08:12 - SG NODX cut - Chua Hak Bin
10:13 - Belt & Road - Chua Hak Bin
14:28 - Contagion, currency scenarios - Saktiandi Supaat
20:46 - PH banks exposure - Rachellen Rodriguez
23:15 - SG REITs - Krishna Guha
24:30 - Plantation - Ong Chee Ting
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode