Weekly Briefing: Middle East Escalation And US Growth On ASEAN
Listen now
Description
Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwhile, the US's robust GDP growth, backed by deficit spending and subsidies for semiconductor, will help drive ASEAN export growth. How might these different developments affect ASEAN and central banks' decisions on interest rates?
00:30 - Roundup - Suhaimi Ilias
06:45 - Regional green shoots - Chua Hak Bin
11:28 - PH interest rate - Zamros Dzulkafli
14:20 - TH macro - Erica Tay
18:52 - FX - Saktiandi Supaat
24:16 - ID property - William Jefferson
25:49 - SG telco - Kelvin Tan
Producer: Noelle Lim, Maybank
More Episodes
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
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
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
