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ASEAN Speaks

Weekly Briefing: CNY Bonds, TH GDP, PH Interest Rates, ASEAN Strategy, TH Telco, VN Banks

22 Aug 2022

Description

As sentiment on Chinese property stocks lifted last week, we discuss our outlook for bonds. We also unpack our special reports on Philippines remittances, ASEAN equities strategy, Thailand’s telco spectrum, and our forecast on Vietnamese banks. 00:22 - Roundup - Chua Hak Bin 02:17 - CNY bonds, property - Winson Phoon 06:33 - TH GDP, THB - Lee Ju Ye 10:02 - PH interest rates, remittances - Zamros Dzulkafli 14:52 - ASEAN strategy - Anand Pathmakanthan 17:36 - TH telco - Wasu Mattanapotchanart 21:43 - VN banks - Quan Trong Thanh Producer: Noelle Lim, Maybank IBG

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