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ASEAN Speaks

Weekly Briefing: Mixed Performance Within ASEAN - Picking Winners

08 Aug 2022

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Our analysts at Maybank IBG unpack Singapore’s bank earnings, stock call upgrades for ASEAN, and consider if Vietnam’s slowing exports are a warning sign for the rest of Asia, and how much more legs will the ASEAN bond rally have, and should investors subscribe to Singapore’s 50 year sovereign green bond. 00:21 - Roundup - Chua Hak Bin 03:02 - SG banks - Thilan Wickramasinghe 06:07 - ASEAN bonds rally - Winson Phoon 10:15 - PH BSP moves - Suhaimi Ilias 13:27 - ID GDP - Lee Ju Yen 17:27 - VN exports slow - Brian Lee 20:09 - ASEAN fortnightly - Anand Pathmankanthan 22:33 - VN earnings - Hoang Huy Producer: Noelle Lim, Maybank IBG

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