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Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN
Published 4 years, 3 months ago
Description
As inflation accelerates in some key markets of ASEAN, our analysts at Maybank Investment Banking Group (Maybank IBG) discuss their broader implications on banking asset quality, policy rate moves, and ASEAN equities strategy.
00:29 - Roundup - Winson Phoon
04:07 - MY inflation - Suhaimi Ilias
07:56 - PH inflation - Suhaimi Ilias
09:06 - SG inflation - Lee Ju Ye
13:00 - ID interest rate - Lee Ju Ye
15:22 - MY banks - Desmond Ch’ng
17:58 - PH banks - Rachelleen Rodriquez
20:56 - ASEAN equities - Anand Pathmakanthan
23:40 - PH strategy - Jacqui de Jesus
26:00 - Favour quality stocks - Chan Han Chin
30:00 - MY auto without SST - TJ Liaw
Producer: Noelle Lim