Podcast Episodes

Highlight: ASEAN+ Stock Picks, KLCI Outlook

From our Weekly Briefing, we highlight our ASEAN+ note and outlook on the KLCI.

Host: Winson Phoon, Head of Fixed Income Research

Guest: Anand Pathma…

3 years, 6 months ago

Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers

Our analysts across ASEAN examine the inflation data in Indonesia, Thailand and the Philippines, and weigh in on the impact of Thai’s elections on it…

3 years, 6 months ago

Weekly Briefing: SG Expect Further Tightening; VN GDP Slows; El Nino Returns?

A monetary review of Malaysia, Singapore, Thailand and Vietnam following new data and interest rate increases, and also the resilience of ASEAN banks…

3 years, 6 months ago

Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks

Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai fou…

3 years, 6 months ago

Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios

We review possible contagion and currency scenarios, and cut our forecast for Singapore’s non-oil domestic exports (NODX) after it extended a double-…

3 years, 6 months ago

Weekly Briefing: ID Monetary Policy, SVB Collapse, ASEAN ESG Performance

We look into Bank Negara Malaysia’s decision to keep the OPR unchanged at 2.75%, and our expectations of Bank Indonesia’s policy meeting on Thursday.…

3 years, 7 months ago

Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress

As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN econo…

3 years, 7 months ago

Weekly Briefing: Peter To Paul Budget For Malaysia

Our analysts discuss Malaysia's retabled Budget 2023 and its implications on the economy, bonds and equities.

00:15 - Roundup - Chua Hak Bin

02:27 - …

3 years, 7 months ago

Weekly Briefing: People-Friendly MY Budget, Robin Hood SG Budget

This Friday, on the 24 February, Malaysia will be re-tabling its Budget 2023. We expect it will set the budget deficit to GDP ratio at -5% versus the…

3 years, 7 months ago

Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers

Our analysts dovetail into the effects of China’s re-opening and the impact on Singapore’s bank earnings to be released this week. We also discuss ou…

3 years, 8 months ago