Weekly Briefing: CN’s Economic Plenum, ID Inflation Jump, SG Trends, PH Top Picks
Listen now
Description
This week, we consider the reasons for China's delayed Economic Plenum, assess Indonesia's inflation jump, consider multi-year market trends in Singapore, and outline our equities strategy for the Philippines. 00:20 - Roundup - Chua Hak Bin 04:36 - CN PMI - Erica Tay 06:38 - CN Economic Plenum postponed - Erica Tay 08:12 - TH interest rate - Erica Tay 10:39 - VN GDP - Brian Lee 13:18 - ID inflation - Brian Lee 15:03 - SG strategy - Thilan Wickramasinghe 19:03 - ASEAN strategy - Anand Pathmakanthan 22:44 - Petronas 3Q results - Jeremie Yap 24:44 - PH strategy - Rachelleen Rodriguez Producer: Noelle Lim, Group Global Banking, 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