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ASEAN Speaks
Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts
Sep 12, 2022
25:25
How many more interest rate hikes could we expect from Bank Negara Malaysia following the third hike last week? And what can we expect from Malaysia’s Budget 2023? We also unpack our ASEAN X report on China and the direction of the Renminbi (RMB) and which ASEAN currency is most sensitive to a RMB sell-off, and what the Chinese Communist Party might focus on at its Congress on the 16th of October.
00:37 - Roundup - Chua Hak Bin
03:02 - MY OPR - Suhaimi Ilias
05:41 - MY Budget - Suhaimi
08:12 - RMB - Saktiandi Supaat
11:16 - CCP meeting - Fiona Lim
13:52 - ASEAN currencies vs RMB sell-off - Saktiandi
15:06 - PH inflation - Zamros Dzulkafli
17:42 - PH conglomerates - Jacqui de Jesus
19:12 - PH telcos downgrade - Rachelleen Rodriguez
21:13 - VN policy catalysts, picks - Hoang Huy
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