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ASEAN Speaks

Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?

07 Feb 2023

Description

At the FOMC meeting last week, the Fed hiked rate by 25bp, and recognised that the disinflationary process has started. Our analysts project what’s ahead for more hikes, implications on bonds and our forex strategy for ASEAN. Singapore will also be unveiling its Budget on 14 February - we examine how it will be a Valentine’s gift for Singaporeans. 00:29 - Roundup - Suhaimi Ilias 05:13 - US rates - Winson Phoon 07:07 - ASEAN bonds - Winson Phoon 07:23 - SG Budget - Chua Hak Bin 10:55 - ID inflation - Lee Ju Ye 13:19 - VN & Cambodia economics - Brian Lee 16:36 - USD, Yen, MYR, Peso - Saktiandi Supaat 22:53 - ASEAN currencies - Saktiandi Supaat 25:01 - PH conglos - Jacqui de Jesus 26:54 - PH telco - Rachellen Rodriguez Producer: Noelle Lim, Maybank IBG

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