ASEAN Speaks
Weekly Briefing: ASEAN Decoupling From US Recession, SG Technical Recession, GE15 In MY, Grab Earnings
29 Aug 2022
As the Fed warned that it is likely to impose large interest rate hikes in coming months to tame inflation, our analysts discuss the extent of ASEAN decoupling from a potential US recession, a likely technical recession in Singapore in 3Q, and when Malaysia might hold its general elections now that the tabling of Budget 2023 has been brought forward to 7th October. 00:18 - Roundup - Winson Phoon 03:31 - ASEAN decoupling - Chua Hak Bin 09:41 - SG technical recession - Hak Bin 11:19 - ID interest rate - Lee Ju Ye 15:39 - MY Budget earlier, GE15 - Suhaimi Ilias 18:31 - MYR/USD outlook - Saktiandi Supaat 22:36 - TH equities - Chan Han Chin 24:40 - TH portfolio pick - Han Chin 26:24 - Higher TP for Grab - Samuel Tan Producer: Noelle Lim, Maybank IBG
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