Singapore’s manufacturing worsened in May indicating a technical recession is probable. Vietnam’s 2Q GDP gathers pace but is still lackluster. Meanwhile for equities, Indonesia continues to be a bright spot, based on feedback at Maybank’s Invest ASEAN conference. We look at positioning for further growth, and our stock picks in other markets without re-rating catalysts yet.
00:31 - Roundup - Winson Phoon
04:37 - SG technical recession - Brian Lee
07:36 - VN GDP, interest rate - Brian Lee
11:55 - FX forecast revisions - Saktiandi Supaat
19:21 - ASEAN equities - Anand Pathmakanthan
21:37 - MY equities, state elections - Anand Pathmakanthan
23:05 - ID equities - Jeff Chen Lim
24:39 - ID consumer - Willy Goutama
28:36 - PH retail picks - Daphne Sze
ASEAN Speaks