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ASEAN Speaks

Weekly Briefing: Dualism In SG, Future Rate Hike In VN, ASEAN Downgrades

31 Oct 2022

Description

Our analysts review what’s going on in the region - will there be a stagflation in Singapore, can we anticipate more interest rate hikes in Vietnam following two jumbo ones, and how should we get more defensive in ASEAN as central banks further tighten. 00:24 - Roundup - Suhaimi Ilias 04:38 - SG stagflation? - Chua Hak Bin 09:20 - VN interest rate - Brian Lee 12:56 - TH outlook - Lee Ju Ye 15:06 - USD outlook - Saktiandi Supaat 20:51 - ASEAN downgrades - Anand Pathmakanthan 24:38 - ID retail, neutral - Willy Goutama 27:19 - PH REITs - Miguel Sevidal Producer: Noelle Lim, Maybank IBG

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