ASEAN Speaks
Weekly Briefing: Fed Policy Outlook; MY OPR; ASEAN Lagging North Asian Equities
08 May 2023
A range of issues from the Fed and Bank Negara Malaysias’ move to raise interest rates by 25 bps, as well as our revisions to major currencies outlook, and our ASEAN including Singapore REITs and Vietnam strategy. 00:22 - Roundup - Chua Hak Bin 02:08 - Fed policy rate - Suhaimi Ilias 05:14 - Fed fund futures - Winson Phoon 08:24 - MY OPR - Suhaimi Ilias 11:19 - MY GDP - Suhaimi Ilias 12:28 - ID GDP - Lee Ju Ye 14:56 - Currency revisions - Saktiandi Supaat 19:25 - ASEAN picks - Anand Pathmakanthan 23:03 - SG REITs - Krishna Guha 25:19 - VN strategy - Hoang Huy
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