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Weekly Briefing: MY 2Q GDP, ID Exports, SG Banks, PH Markets
Looking ahead to this week, we discuss expectations of FOMC’s meeting, and what to watch for in Bank of Indonesia’s statements given the decline in e…
3 years, 2 months ago
Highlight: Positioning For Thai Political Headwinds
Last week, we saw Pita Limjaroenrat fail in his bid to become Prime Minister of Thailand. What is ahead for the markets? Winson Phoon speaks with Cha…
3 years, 2 months ago
Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets
In Thailand, who will become the next Prime Minister? Why did Singapore avert a technical recession? What can we expect from China’s 2Q GDP number wh…
3 years, 2 months ago
Highlight: 10 Post-Pandemic Realities & Downside Risks
Maybank has downgraded its ASEAN-6 GDP growth forecast to +4.2% in 2023 from +4.5% at the start of the year. Chua Hak Bin, Co-Head of Macro, speaks w…
3 years, 3 months ago
Weekly Briefing: Brace For El Nino
El Nino is expected to peak from now till the first quarter of next year across ASEAN. How will warmer and drier conditions affect agriculture, food …
3 years, 3 months ago
Highlight: Indonesia Consumer Is King
In this week’s Highlight, we look into Indonesia consumer stocks and feedback from investors at our recent marketing trip in Singapore. Willy Goutama…
3 years, 3 months ago
Weekly Briefing: SG Flash 2Q GDP -0.8%; Currency Revisions; Positioning For No Market Catalysts
Singapore’s manufacturing worsened in May indicating a technical recession is probable. Vietnam’s 2Q GDP gathers pace but is still lackluster. Meanwh…
3 years, 3 months ago
Weekly Briefing: MY OPR Expectations; China Booster; USDJPY; USDMYR
Inflation has been easing in Malaysia and Singapore - is this enough to pause further central bank actions? And for ASEAN, the elephant in the room q…
3 years, 3 months ago
Weekly Briefing: Fed Actions, MY OPR, CN & ID Economies; Regional Equities
The Federal Reserve has decided to hold interest rates steady at its policy meeting. What would this mean for Malaysia and the other regional markets…
3 years, 3 months ago
Highlight: To Still Invest In Malaysian Banks?
In today’s Highlight, banking analyst, Desmond Ch’ng discusses if we should still stay invested in Malaysian banks as interest rates fall. Co-Head of…
3 years, 4 months ago