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ASEAN Speaks

Effect of Trump's Moves: ASEAN Highlights

28 Jan 2025

Description

In today's edition, we discuss about the likely impacts of some of Trump's moves on several sectors in the ASEAN market. Fresh off our Hong Kong Marketing Event, our analyst Hussaini delivers several key takeaways that investors are focusing on regarding the 2025 outlook of the ASEAN TMT sector. We also discuss certain key points regarding why, our REITs analyst, Krishna remains bullish on both FCT and MLT, with yields of 5.7% and 6.3% respectively. Lastly, our SMIDs analyst Jarick covers on why we believe CSE Global is a great company to consider, especially with Trump coming on board with looser regulations on US production of Oil and Gas. Edited by Bruce/Dion/Xuan Hao

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