Podcast Episodes
Back to Search
Highlight: 3 Main Themes for Singapore’s 2024 Economic Outlook
Moving into 2024, Singapore’s economy sees green shoots in export and manufacturing, with overall recovery in Asean markets, says Chua Hak Bin, Mayba…
2 years, 9 months ago
Weekly Briefing: 2024 Asean Economic Outlook
In our first episode for 2024, our economists and analysts give an overview of their outlook for Asean economies – Singapore to Malaysia to the Phili…
2 years, 9 months ago
Highlight: Petronas Spend Beneficiaries
In this week’s highlight, Jeremie Yap, our analyst, outlines the beneficiaries of Petronas as it decides how to strike a balance between capital expe…
2 years, 10 months ago
Weekly Briefing: CN’s Economic Plenum, ID Inflation Jump, SG Trends, PH Top Picks
This week, we consider the reasons for China's delayed Economic Plenum, assess Indonesia's inflation jump, consider multi-year market trends in Singa…
2 years, 10 months ago
Highlight: Attractive Valuations - Malaysian Banks
Malaysian banks are expected to deliver weaker second half earnings compared to the first half this year. Why and what’s our earnings forecast for 20…
2 years, 10 months ago
Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities
As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while …
2 years, 10 months ago
Highlight: Indonesia Elections
Indonesia’s general elections will take place on the 14th of February next year. Who is likely to win in what we expect to be a prolonged contest? Br…
2 years, 10 months ago
Weekly Briefing: China, Malaysia GDP; Biden-Xi; USD/Yuan
Towards the year end, ASEAN markets are expected to do better on the back of more resilient economic data. Our analysts discuss this including the ou…
2 years, 10 months ago
Highlight: China In Fits & Starts
In our highlight today, Erica Tay, our Economist discusses with Suhaimi Ilias on the outlook for China’s growth as export weaknesses continue while i…
2 years, 11 months ago
Weekly Briefing: ID GDP & Elections; TH Digital Wallet Splash; Central Bank Moves
Is China’s economy propped up by policy support or demand? In the other large economy, Indonesia - GDP growth moderated to the lowest since the third…
2 years, 11 months ago