Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook

We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by India on Indonesia’s consumer companies, and the risk of re-imposition of Indonesia’s palm oil export ban, and if it is time to bottom-fish regional tech champions, Grab and SEA, ending with what will lift the Renminbi. 00:17 - Roundup - Suhaimi Ilias 05:22 - SG NODX - Chua Hak Bin 08:32 - TH, ID outlook - Lee Ju Ye 13:49 - ID consumers - Willie Goutama 16:20 - Palm oil exports ban - Ong Chee Ting 19:28 - PH monetary policy - Zamros Dzulkifli 23:01 - PH property policies - Miguel Sevidal 25:57 - SEA, tech - Lai Gene Lih 28:02 - RMB weaknesses - Saktiandi Supaat Producer: Noelle Lim

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