Weekly Briefing: MY Budget 2024, CN GDP Forecast, Oil & Gas, TH Renewables
Description
For Asia this week, watch for China’s growth data and central bank decisions in Indonesia. We also provide further analysis on Malaysia’s Budget 2024, the oil and gas sector, and Thailand’s renewable energy expansion.
00:24 - Roundup - Chua Hak Bin
05:25 - MY Budget 2024 - Suhaimi Ilias
11:18 - MY Budget 2024 (markets) - Wong Chew Hann
15:27 - MY Budget 2024 (bonds) - Winson Phoon
20:31 - CN trade, GDP - Erica Tay
25:25 - ID interest rate - Brian Lee
27:21 - Oil and gas - Jeremie Yap
31:19 - TH renewables - Natchaphon Rodjanarowan
Producer: Noelle Lim, Maybank
Despite inflation creeping up, exports and industrial output see strong growth – Vietnam’s May economic data shows that hope shines bright for its Q2 GDP growth. Brian Lee, economist at Maybank Securities, shares his take on the numbers.
Published 06/05/24
While year-to-date SET is down almost 5%, Chak Reungsinpinya, Head of Equity Research Thailand, Maybank Investment Banking Group, maintains year-end index target of 1,600 – a 17% upside from the index current level. He shares his note of confidence.
Published 05/30/24