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ASEAN Speaks

Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail

25 Sep 2023

Description

We discuss our revised forecast in light that the FOMC has guided for one more 25 basis point hike this year. Additionally for ASEAN equities, specifically the Thai market, why did it experience a pullback despite the resolution of political uncertainty? We also look at different industries - the outlook for large scale solar projects in Malaysia, the cement industry in Indonesia, and retail in Thailand.  00:34 - Roundup - Winson Phoon 04:28 - FOMC - Chua Hak Bin 06:55 - SG NODX - Chua Hak Bin 08:59 - ASEAN, ESG calls - Anand Pathmakanthan 14:59 - KLCI - Anand Pathmakanthan 15:45 - MY Solar - Nur Farah Syifaa 18:33 - ID cement - William Jefferson 21:35 - TH consumer - Suttatip Peerasub Producer: Noelle Lim, Maybank IBG

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