Weekly Briefing: 2024 Asean Market Strategies
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What are some 2024 equity outlook and strategies for Asean markets? Suhaimi Ilias, our Chief Economist, speaks to our analysts from Singapore, Malaysia, Thailand and Vietnam. He also chats with our ESG analysts on the latest ESG findings in Asean and Indonesia. 02:27 Roundup – Suhaimi Ilias 08:05 Singapore investment strategy – Thilan Wickramasinghe 11:20 Thailand market outlook – Chak Reungsinpinya 15:13 Vietnam market outlook – Hoang Huy 19:37 Malaysia equities market outlook – Wong Chew Hann 29:37 Update on decarbonisation in Asean – Jigar Shah 32:28 EV market in Indonesia – Etta Rusdiana Putra
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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.
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