Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts

How many more interest rate hikes could we expect from Bank Negara Malaysia following the third hike last week? And what can we expect from Malaysia’s Budget 2023? We also unpack our ASEAN X report on China and the direction of the Renminbi (RMB) and which ASEAN currency is most sensitive to a RMB sell-off, and what the Chinese Communist Party might focus on at its Congress on the 16th of October. 00:37 - Roundup - Chua Hak Bin 03:02 - MY OPR - Suhaimi Ilias 05:41 - MY Budget - Suhaimi 08:12 - RMB  - Saktiandi Supaat 11:16 - CCP meeting - Fiona Lim 13:52 - ASEAN currencies vs RMB sell-off - Saktiandi 15:06 - PH inflation - Zamros Dzulkafli 17:42 - PH conglomerates - Jacqui de Jesus 19:12 - PH telcos downgrade - Rachelleen Rodriguez 21:13 - VN policy catalysts, picks - Hoang Huy Producer: Noelle Lim, Maybank IBG

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