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Markets Spotlight - Fitch's latest downgrade on Malaysia | 3Q20 Malaysia earnings report card | Thailand banks & property sector upgrade
Published 5 years, 10 months ago
Description
In today’s podcast, our conversations on the ASEAN capital markets will cover Fitch’s latest downgrade on Malaysia’s sovereign credit rating, Malaysia’s 3Q earnings season and our portfolio positioning strategy going into 2021. We will also go to Thailand and ask why our strategists have turned bullish on the Thai banking and property sectors despite student protests, slow tourism recovery and high household debt.