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ASEAN Speaks

Weekly Briefing: FX Revisions, VN GDP Cut, TH Picks

06 Jun 2023

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Our analysts present forecast revisions - Vietnam’s GDP, US dollar, our year end KLCI target - and also consider undervalued plays in Thailand’s energy and retail sectors.  00:20 - Roundup - Suhaimi Ilias 06:53 - TH interest rate - Lee Ju Ye 09:17 - ID inflation - Lee Ju Ye 11:28 - VN GDP - Brian Lee 14:10 - USD, Euro, CNY - Saktiandi Supaat  19:00 - USDMYR - Saktiandi Supaat  21:48 - MY 1Q earnings - Anand Pathmakanthan  25:46 - TH energy - Chak Reungsinpinya 29:22 - TH retail - Suttatip Peerasub

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