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ASEAN Speaks

Weekly Briefing: ASEAN Picks, Penang LRT, Country Garden's Forest City, SG REITs

28 Aug 2023

Description

Deep diving into our stock picks as ASEAN markets continue to lag North Asia. We also consider the beneficiaries of the LRT project in Penang and developments in Iskandar, Johor, as Country Garden’s Forest City becomes a special financial zone. Meanwhile, what is ahead for REITs in Singapore? 00:27 - Roundup - Chua Hak Bin 04:01 - MY inflation, interest rate - Zamros Dzulkafli 07:55 - TH GDP - Erica Tay 11:50 - TH equities - Chak Reungsinpinya 14:36 - ASEAN equities - Anand Pathmakanthan 16:29 - Penang LRT - Wong Wei Sum 17:39 - Forest City, Iskandar - Wong Wei Sum 19:45 - SG REITs - Krishna Guha 22:02 - ID consumer - Willy Goutama 24:24 - ID GDP - Brian Lee

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