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Weekly Briefing: ASEAN Inflation; BNM New Governor; China Impact On TH
Headline inflation rates in ASEAN-6 economies appear to have peaked and are moderating. Latest monetary policy actions by ASEAN central banks except …
3 years, 4 months ago
Highlight: Malaysia 1Q23 Results Broadly Underwhelming
In today’s Highlight of our Weekly Briefing, Anand Pathmakanthan, Head of Equity Research in Malaysia unpacks the first quarter earnings, which have …
3 years, 4 months ago
Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks
Our analysts present forecast revisions - Vietnam’s GDP, US dollar, our year end KLCI target - and also consider undervalued plays in Thailand’s ener…
3 years, 4 months ago
Sustainability: Carbon Removal, Sequestration May Take Centrestage At COP28
As momentum builds up towards COP28 that will take place in the UAE, we discuss with Robert Stavins, A.J. Meyer Professor of Energy & Economic Devel…
3 years, 4 months ago
Highlight: Gold To Strengthen When Fed Cuts
In the Highlight of our Weekly Briefing, Saktiandi Supaat, our Head of Forex Research shares his findings on what may happen to currencies when the F…
3 years, 4 months ago
Weekly Briefing: Interest Rates, Inflation Trajectory; ID Property; TH Telco
A tentative agreement has been reached between the Republicans and Democrats that will help avoid a debt default. Over in ASEAN, we review a slew of …
3 years, 4 months ago
Highlight: SG Sees No Lift From China’s Re-Opening
Here is the highlight from today’s Weekly Briefing. Non-oil domestic exports or NODX extended its decline in April as exports to China contracted sha…
3 years, 4 months ago
Weekly Briefing: TH Moving Forward; Renminbi, ASEAN Strategy; El Nino
While the US debates on raising its debt ceiling, we discuss our projections for Thailand post-elections, ASEAN equities as investors stay on the sid…
3 years, 4 months ago
Highlight: Thailand Elections 2023
Here is the highlight from our Weekly Briefing. The election results in Thailand show that the Move Forward Party is leading, with Pheu Thai a close …
3 years, 5 months ago
Weekly Briefing: TH Elections; Geo-Economic Fragmentation; SG Bank Earnings
Bringing you the latest highlights about ASEAN - economic data in China, Malaysia and the Philippines; Singapore bank earnings; Thailand’s election r…
3 years, 5 months ago