Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities

As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while exploring the impact of subsidies rationalization on inflation. Additionally, we examine Thailand's lower than expected Q3 GDP, and share insights from our Thai Bank Day, as well as discuss our equities strategy for Indonesia. 00:33 - Roundup - Winson Phoon 03:56 - MY 2024 - Suhaimi Ilias 08:52 - MY balance of payments - Zamros Dzulkafli 10:26 - MY inflation - Zamros Dzulkafli 13:24 - SG inflation - Brian Lee 15:45 - SG GDP - Brian Lee 17:58 - ID interest rate - Brian Lee 19:33 - TH GDP - Erica Tay 23:35 - MY banks - Desmond Ch’ng 25:48 - TH Bank Day - Jesada Techahusdin 27:18 - ID strategy - Jeffrosenberg Chenlim Producer: Noelle Lim, Maybank 

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