Sector Shifts: Seeking Shelters from White House Tantrums

In this episode of ASEAN Speaks, we feature three of our analysts who give their opinions on some rating changes as earnings season is coming to a close.Jarick Seet, our SMIDs analyst, talks about the tech manufacturing sector outlook, going into detail on whether the previous murky forecasts has given way to more positive prospects.Thilan Wickramasinghe, our Head of Research, goes in depth into OCBC's performance and why he still prefers UOB after all three banks have reported their results.Finally, we have Krishna Guha, our REITs and Industrials analyst, who explains why he has upgraded ST Engineering to a fresh BUY given the increase in defense spending.Edited by Xuan Hao/Dion/Bruce

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