ASEAN Speaks
Weekly Briefing: Central Banks Catching Up; Opportunities In Inflationary Times
31 Jan 2022
Here are highlights from our research teams in their Monday Briefing. As inflation dominates the agenda of central banks, how should investors position themselves in the bond markets, and what forex strategies apply? Where can we seek shelter from inflation in Singapore equities? Our analysts also dig into the Thai healthcare and property sectors for opportunities. 00:36 - Round-up - Suhaimi Ilias 5:58 - Treasury yield curve prediction - Winson Phoon 11:00 - Forex strategies - Saktiandi Supaat 16:34 - Raising inflation forecast - Chua Hak Bin 21:22 - Inflation on Singapore equities - Thilan Wickramasinghe 23:27 - Thai healthcare upgrades - Yuwanee Prommaporn 25:05 - Thai property picks - Vanida Geisler Producer: Noelle Lim
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