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ASEAN Speaks

Weekly Briefing: Russia-Ukraine Conflict Triggers Energy Trilemma

07 Mar 2022

Description

Russia’s invasion of Ukraine and talks of sanctions have triggered market fears of a brutal supply crunch of oil and other commodities. Our analysts monitor the impact on ASEAN, and where investors can potentially find shelter and outperformance. 00:32 - Round-up - Chua Hak Bin 06:16 - MY economy - Suhaimi Ilias 12:10 - MGS outlook - Winson Phoon 17:02 - 4Q earnings - Anand Pathmakanthan 20:21 - Forex themes - Saktiandi Supaat 23:04 - Petronas, energy trilemma - Liaw Thong Jung 27:34 - SG REITs - Chua Su Tye 32:14 - SG tech stocks - Lai Gene Lih Producer: Noelle Lim

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