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ASEAN Speaks

Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks

Mar 27, 2023
31:54

Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai founded by former Prime Minister Thaksin Shinawatra coming into power? We also consider the potential depth of Singapore's recession as manufacturing drops more than expected in February. And as banks in the US and Europe continue to dominate headlines, what has been the impact on ASEAN markets, and what are the undervalued stocks?

00:29 - Roundup - Suhaimi Ilias

05:22 - SG macro - Chua Hak Bin

08:05 - CN recovery - Brian Lee

11:13 - TH elections - Lee Ju Ye

14:52 - TH economics - Lee Ju Ye

16:57 - TH banks - Jesada Techahusdin

18:49 - PH economics - Zamros Dzulkafli

22:01 - PH picks - Jacqui de Jesus

24:01 - ASEAN picks - Anand Pathmakanthan

27:01 - Plantations - Ong Chee Ting

Producer: Noelle Lim, Maybank IBG

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