ASEAN Speaks
Weekly Briefing: SG Flash 2Q GDP -0.8%; Currency Revisions; Positioning For No Market Catalysts
03 Jul 2023
Singapore’s manufacturing worsened in May indicating a technical recession is probable. Vietnam’s 2Q GDP gathers pace but is still lackluster. Meanwhile for equities, Indonesia continues to be a bright spot, based on feedback at Maybank’s Invest ASEAN conference. We look at positioning for further growth, and our stock picks in other markets without re-rating catalysts yet. 00:31 - Roundup - Winson Phoon 04:37 - SG technical recession - Brian Lee 07:36 - VN GDP, interest rate - Brian Lee 11:55 - FX forecast revisions - Saktiandi Supaat 19:21 - ASEAN equities - Anand Pathmakanthan 21:37 - MY equities, state elections - Anand Pathmakanthan 23:05 - ID equities - Jeff Chen Lim 24:39 - ID consumer - Willy Goutama 28:36 - PH retail picks - Daphne Sze
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