Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwhile, the US's robust GDP growth, backed by deficit spending and subsidies for semiconductor, will help drive ASEAN export growth. How might these different developments affect ASEAN and central banks' decisions on interest rates? 00:30 - Roundup - Suhaimi Ilias 06:45 - Regional green shoots - Chua Hak Bin 11:28 - PH interest rate - Zamros Dzulkafli 14:20 - TH macro - Erica Tay 18:52 - FX - Saktiandi Supaat 24:16 - ID property - William Jefferson 25:49 - SG telco - Kelvin Tan Producer: Noelle Lim, Maybank
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