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ASEAN Speaks

Playing with the Tariff Switch: Trump's Indecisiveness

14 Apr 2025

Description

In this week's episode of ASEAN Speaks, our host Thilan is joined by our Economist, Brian Lee to give us new insights on MAS’s policy easing and Singapore’s GDP forecast downgrade and Senior Analyst Eric Ong shares why ComfortDelGro could be a safe haven.Thilan unpacks the downgrade of Singapore banks to Neutral and takes a deep dive into the uncertainty of the markets.On Behalf of Senior Analyst Jarick Seet, our host, Thilan unpacks the risk facing Venture Corpotation and also highlights our call on Grab Holdings.Edited by Xuan Hao, Dion, Bruce.

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