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Weekly Briefing: Malaysia Fuel Subsidy Options; RMB As Alternative To USD; Philippines & Thailand Outlook; Plantations Policy Flipflops
Description
Our analysts discuss the implications of fuel subsidies more than doubling in Malaysia and exports outlook in view of oil and commodities prices; would the Renminbi emerge as a viable alternative to the USD as the US weaponises the global settlement system; impact of Russia-Ukraine war on the Philippines and Thailands’ economies and policy decisions; earnings risks and high conviction buys in Thailand; and expectations of any policy changes in the Malaysia’s plantations sector following Indonesia’s.
00:22 - Round-up - Chua Hak Bin
06:46 - MY fuel subsidies - Suhaimi Ilias
14:21 - RMB as alternative to USD - Saktiandi Supaat
19:16 - PH policy hike forecast - Zamros Dzulkifli
22:24 - TH GDP downgrade - Lee Ju Ye
25:27 - TH earnings - Maria Lapiz
28:36 - ID, MY plantations policy - Ong Chee Ting
Producer: Noelle Lim