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ASEAN Speaks

Weekly Briefing: ASEAN EV, CN Real Estate Shift, BOJ Outlook, S-REITs

31 Jul 2023

Description

On this morning’s call, we stay current on ASEAN’s electric mobility transition; the implications of China’s Politburo’s shift towards a more accommodative stance towards the property sector; if Bank of Japan is likely to raise interest rate further; and if manufacturing downturn has bottomed in Singapore. 00:24 - Roundup - Winson Phoon 03:31 - MY MADANI - Suhaimi Ilias 08:50 - IMKL Series - Anand Pathmakanthan 12:36 - ASEAN e-mobility - Jigar Shah 16:56 - Fed hike - Suhaimi Ilias 19:44 - CN property - Erica Tay 23:13 - ID interest rate - Brian Lee 24:43 - SG downturn - Chua Hak Bin 25:59 - BOJ interest rate - Saktiandi Supaat 28:38 - SG REITs - Krishna Guha Producer: Noelle Lim, Maybank IBG

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