We look into Bank Negara Malaysia’s decision to keep the OPR unchanged at 2.75%, and our expectations of Bank Indonesia’s policy meeting on Thursday. We also assess the potential impact of the collapse of Silicon Valley Bank on Malaysia and Singapore banks. We issued a seminal report on sustainability and found that ASEAN companies under our coverage expanded their ESG adoption despite geopolitics and anti-ESG propaganda had hurt ESG flows and performance. 00:25 - Roundup - Winson Phoon 04:13 - MY OPR, inflation - Suhaimi Ilias 08:14 - PH inflation, interest rate - Zamros Dzulkifli 11:03 - TH inflation - Lee Ju Ye 13:24 - ID interest rate - Lee Ju Ye 14:18 - MY banks - Desmond Ch’ng 15:53 - SVB failure on MY - Desmond Ch’ng 17:19 - SG banks downgrade - Thilan Wickramasinghe 19:11 - SVB failure on SG - Thilan Wickramasinghe 20:36 - ESG performance - Neerav Dalal 26:24 - ASEAN strategy - Anand Pathmakanthan 28:33 - MY properties - Wong Wei Sum Producer: Noelle Lim, Maybank IBG
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