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ASEAN Speaks

Investing through Market Cycles

16 Aug 2021

Description

Chua Hak Bin argues that ASEAN’s economic outlook will continue to diverge at the country level, well into 2022. MKE launch model portfolio baskets to help clients invest through market cycles. What is priced into FX and credit markets as markets weigh in on the timing of US Fed tapering? Finally, MKE is long CPO sector despite near-term headwinds.

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