ASEAN Speaks
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
25 Jul 2022
Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; will Laos and Myanmar face a mini crisis mirroring Sri Lanka, and pre-election plays for alpha in Malaysia, and discounted stocks and sectors in the Philippines, among others. 00:24 - Roundup - Chua Hak Bin 05:17 - ID interest rate, inflation - Lee Ju Ye 07:14 - ID insti investors sentiment - Lee Ju Ye 08:20 - Cambodia - Brian Lee 10:08 - Laos, Myanmar risks - Brian Lee 12:17 - MY pre-GE alpha - Chan Han Chin 16:32 - MY bank provisions - Desmond Ch’ng 18:45 - TH healthcare downgrade - Yuwanee Prommaporn 21:10 - PH diamonds - Jacqui de Jesus 23:24 - PH banks - Rachel Rodriguez Producer: Noelle Lim
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