ASEAN Speaks
Weekly Briefing: Interest Rates, Inflation Trajectory; ID Property; TH Telco
29 May 2023
A tentative agreement has been reached between the Republicans and Democrats that will help avoid a debt default. Over in ASEAN, we review a slew of indicators - inflation and interest rate expectations - and how selected sectors are doing. On currencies, we analyse why the Ringgit has been weakening against the US dollar. Also based on past US interest rate cycles, how will the US dollar do when the Fed starts cutting rates? 00:32 - Roundup - Winson Phoon 03:44 - SG GDP, inflation- Chua Hak Bin 06:58 - MY inflation, foreign reserve - Suhaimi Ilias 11:05 - ID interest rate, GDP - Lee Ju Ye 14:03 - VN interest rate - Brian Lee 15:25 - CN interest rate - Brian Lee 16:38 - USDMYR, SGDMYR - Saktiandi Supaat 23:23 - ID property - William Jefferson 26:44 - PH equities - Jacqui de Jesus 28:20 - TH telco - Wasu Mattanapotchanart
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