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ASEAN Speaks

Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN

27 Jun 2022

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As inflation accelerates in some key markets of ASEAN, our analysts at Maybank Investment Banking Group (Maybank IBG) discuss their broader implications on banking asset quality, policy rate moves, and ASEAN equities strategy. 00:29 - Roundup - Winson Phoon 04:07 - MY inflation - Suhaimi Ilias 07:56 - PH inflation - Suhaimi Ilias 09:06 - SG inflation - Lee Ju Ye 13:00 - ID interest rate - Lee Ju Ye 15:22 - MY banks - Desmond Ch’ng 17:58 - PH banks - Rachelleen Rodriquez 20:56 - ASEAN equities - Anand Pathmakanthan 23:40 - PH strategy - Jacqui de Jesus 26:00 - Favour quality stocks - Chan Han Chin 30:00 - MY auto without SST - TJ Liaw Producer: Noelle Lim

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