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ASEAN Speaks

Weekly Briefing: Recessionary Europe’s Impact On ASEAN; Johor Election Results On Markets

14 Mar 2022

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Our analysts look ahead to the collateral damage of the Russia-Ukraine war on ASEAN, and what Barisan Nasional’s win in Johor means for Malaysian markets, adding views on favoured stocks. Tune it to the conversation to prepare for the week. 00:36 - Round-up - Suhaimi Ilias 07:14 - Economics, trade risks - Chua Hak Bin 12:57 -  Forex impact - Saktiandi Supaat 18:19 - MY resilience - Chan Han Chin 21:33 - Early GE15 impact - Anand Pathmakanthan 24:20 - MY banks - Desmond Ch’ng 26:22 - MY aviation - Samuel Yin 29:08 - TH tourism - Yuwanee Prommaporn 30:41 - Plantation downgrade - Ong Chee Ting Producer: Noelle Lim

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