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ASEAN Speaks

Weekly Briefing: SG Budget 2022 Winners & Losers; In The Mood For ASEAN Markets; Indonesia Trade & Retail; CPO Price Forecast Raised; PH Inflation On Earnings; Gaming On

21 Feb 2022

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On Friday, Singapore released its Budget 2022 that includes a slew of higher taxes to redistribute wealth while improving resilience through healthcare spending and green projects. Meanwhile foreign buying has returned to ASEAN markets. What sectors might continue to outperform and underperform as interest rates and inflation increase? Maybank's research teams across the region discuss. 00:34 - Round-up - Suhaimi Ilias 05:53 - Singapore Budget 2022 - Chua Hak Bin 14:07 - Singapore markets - Thilan Wickramasinghe 15:56 - ASEAN markets - Anand Pathmakanthan 20:13 - Indonesia trade - Lee Ju Ye 22:26 - Indonesia retail - Willy Goutama 24:17 - Plantations, La Nina - Ong Chee Ting 27:57 - Philippines earnings - Jacqui de Jesus 30:01 - Gaming - Samuel Yin Shao Yang Producer: Noelle Lim

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