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Weekly Briefing: Transitioning, Gearing Up For 2023
Description
As the Federal Reserve and European Central Bank meet respectively this week to decide on rates, our analysts look at what’s in store for ASEAN inflation, markets and investment themes for 2023 including our top Malaysia and Singapore ESG stock picks.
00:17 - Roundup - Chua Hak Bin
02:20 - FOMC - 4 things - Suhaimi Ilias
04:02 - ECB expectations - Suhaimi Ilias
05:10 - TH inflation drop - Lee Ju Ye
06:30 - PH inflation up - Zamros Dzulkafli
09:09 - ASEAN inflation peak - Lee Ju Ye
11:05 - ASEAN stocks, picks - Anand Pathmakanthan
14:51 - MY earnings, picks - Anand Pathmakanthan
17:46 - SG ESG - Thilan Wickramasinghe
19:57 - MY ESG - Anand Pathmakanthan
24:00 - Oil prices, picks - TJ Liaw
25:47 - PH giants - Jacqui De Jesus
27:20 - TH healthcare picks - Yuwanee Promaporn
Producer: Noelle Lim, Maybank IBG