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ASEAN Speaks

Blue Skies SEA-nario

07 Jul 2025

Description

In this week's episode of ASEAN Speaks, our host Thilan paints the best-case scenario for ASEAN amidst all of Trump's uncertainties.Jarick our SMIDs analyst goes through his Opportunity+ Stock, ISOTeam and why he believes there is a lot of upside potential.Anand our regional head of research dials in, giving his input on how the six ASEAN markets will develop and what stocks investors should look out for.Thilan also goes through Singapore and Malaysia Banks after loan growth numbers have been announced for May and why we remain Neutral as well as a few preferred stocks for both sectors.Edited by Xuan Hao, Dion, Abdullah, Bruce

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