00:30 - Malaysia: Is a price tag of $1 billion for IHH’s China business realistic? 04.02 - Malaysia: Is the worst over for AirAsia? 05:20 - Thailand: Why Chularat Hospital is Maybank’s pick now? Analysts: Shafiq Kadir, Samuel Yin, Yuwanee Prommaporn Presented and produced by Noelle Lim

00:48 - Malaysia: Potential market sentiment over Barisan Nasional’s win in Melaka state elections, and year end KLCI target?  03.10 - Singapore: How will tech stocks continue to perform in light of shortages, and top picks? 06.17 - Thailand: Update from Retailer’s Day for investors, and top consumer retail picks.  09:33 - Vietnam: Banks are outperforming their regional peers. Can this momentum be sustained? Analysts: Anand Pathmakanthan, Lai Gene Lih, Maria Lapiz, Quan Trong Thanh Produced & presented by Noelle Lim

01:30 - The signposts to watch if inflation is transitory 07:00 - BoT holds policy rate and its view on energy markets 08:40 - Philippines: ASEAN’s fastest growing market in 2022 11:50 - Philippines equity strategy 14:28 - Is COP26 the biggest finance greenwash event in history? 18:50 - Maybank’s CPO price upgrade

01:04 - FOMC gets on with taper program 04:13 - ASEAN credit markets’ drip test 13:45 - Vietnam’s economic metrics back in growth mode 16:58 - ASEAN market strategy 18:57 - Singapore banks 3Q review

01:17 - Malaysia Budget 2022 Review 07:09 - Budget implications on credit markets 10:23 - Budget impact on Malaysia equity market 15:06 - Energy prices and FX markets 18:05 - Malaysia aviation sector 22:52 - Thai property sector 25:48 - Mega Lifesciences initiation

Anand Pathmakanthan speaks on the 3Q earnings season to date and how funds flow is rotating. MKE’s energy research team has revised Brent crude assumptions to US$75/bbl for 2022 and discuss scenarios for an energy super cycle. Indonesia, Thailand and Singapore banking sector is flush with liquidity - is loans growth finally back on track?

What are the signposts to watch now that CPO markets have rallied above MYR5000/mt? Monetary Authority of Singapore tightens S$NEER policy band slope earlier than expected. MKE’s Philippines’ banks research team shares their best picks given that loans growth data has troughed with evidence of activity pickup.

Kaushal Ladha briefs on this energy cycle’s supply shock. Key reforms to go green in the 12th Malaysia Plan will also give CPO planters a tailwind for higher pricing power. Vietnam risks falling into a technical recession, is the silver lining in the skies?

China Evergrande (3333 HK) has missed bond interest payments as of last week. Will this event spiral into a contagion? The Fed will officially kick off the asset purchase tapering at the next FOMC meeting in November, Suhaimi Ilias discusses the implications on ASEAN central banks. Thailand’s banking sector turned in strong performances last week on SCB’s restructuring announcement; time to pay attention to banking laggards.

Asian governments prefer a dovish fiscal stance vs the hawks in US and Europe. Malaysia’s Ministry of Finance has instructed banks to waive interest on loans under moratorium with immediate effect while Bank Indonesia is forcing banks to boost loan disbursement to MSMEs.