ASEAN Speaks
Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers
10 Apr 2023
Our analysts across ASEAN examine the inflation data in Indonesia, Thailand and the Philippines, and weigh in on the impact of Thai’s elections on its stock market and China’s slower than expected recovery. We also discuss despite the surprise decision by OPEC+ to cut crude oil production, we are maintaining our oil price estimate at $100/barrel for 2023. 00:31 - Roundup - Winson Phoon 04:23 - ID inflation - Lee Ju Ye 07:22 - TH inflation - Lee Ju Ye 09:53 - PH inflation - Zamros Dzulkafli 13:56 - FX outlook - Saktiandi Supaat 19:38 - ASEAN strategy - Anand Pathmakanthan 22:40 - KLCI forecast - Anand Pathmakanthan 23:46 - OPEC cut - Liaw Thong Jung 25:11 - TH banks - Jesada Techahusdin 27:12 - VN strategy - Hoang Huy
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