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ASEAN Speaks
Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs
Aug 28, 2023
26:37
Deep diving into our stock picks as ASEAN markets continue to lag North Asia. We also consider the beneficiaries of the LRT project in Penang and developments in Iskandar, Johor, as Country Garden’s Forest City becomes a special financial zone. Meanwhile, what is ahead for REITs in Singapore?
00:27 - Roundup - Chua Hak Bin
04:01 - MY inflation, interest rate - Zamros Dzulkafli
07:55 - TH GDP - Erica Tay
11:50 - TH equities - Chak Reungsinpinya
14:36 - ASEAN equities - Anand Pathmakanthan
16:29 - Penang LRT - Wong Wei Sum
17:39 - Forest City, Iskandar - Wong Wei Sum
19:45 - SG REITs - Krishna Guha
22:02 - ID consumer - Willy Goutama
24:24 - ID GDP - Brian Lee
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode