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Singapore's Safe Haven Potential
Description
In this week’s episode of ASEAN Speaks, our host Thilan reviews Singapore's Q1 GDP outperformance and unpacks selected safe-haven stock picks.
Economist Brian Lee joins us to discuss the driving factors behind Singapore's GDP growth and growth forecasts for subsequent quarters.
Thilan discusses ISO team's outlook given the anticiapted influx of HDB tenders post General Election amongst other structural tailwinds.
Eric Ong reviews LHN Ltd's H1 figures and whther the company will be able to sustain this momentum moving forwards.
Finally, Hussaini discusses Singtel's strong quarter with a focus on management's plan to increase shareholder returns. He also speaks on the current competitive landscape for ASEAN internet stocks.
Edited by Bruce, Dion, Abdullah, Xuan Hao