We unpack our analysis on China as we downgrade its GDP growth to 4.8% in 2023 from 5%, and 4.4% in 2024 from 4.6%, and consider the pressure points on earnings in Malaysia and ASEAN including the banks. 00:20 - Roundup - Suhaimi Ilias 05:19 - China macro - Erica Tay 9:21 - TH macro - Erica Tay 11:42 - PH macro - Zamros Dzulkafli 16:24 - MY earnings - Wong Chew Hann 24:05 - ASEAN banks - Thilan Wickramasinghe 26:11 - ASEAN catalysts - Anand Pathmakanthan 28:58 - TH energy - Chak Reungsinpinya
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