Description
In our first episode for 2024, our economists and analysts give an overview of their outlook for Asean economies – Singapore to Malaysia to the Philippines, Indonesia, Thailand, Vietnam, as well as China. Tune in to find out what are some exciting forecasts to look forward to in the regional markets.
00:20 - Roundup - Chua Hak Bin
02:05 - Green shoots themes - Chua Hak Bin
05:08 - Singapore - Chua Hak Bin
07:59 - Malaysia - Suhaimi Ilias
12:59 - China - Erica Tay
18:44 - Bonds - Winson Phoon
21:22 - Forex - Saktiandi Supaat
25:13 - Indonesia - Brian Lee
28:25 - Philippines - Zamros Dzulkifli
32:27 - Thailand – Erica Tay
38:53 - Vietnam - Brian Lee
Producer:
Esther Phua, Maybank IBG
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