Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress

As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN economies and earnings. We also watch for China’s National People’s Congress this week, as well as headwinds slowing Vietnam’s GDP growth as a result of bond defaults. 00:26 – Roundup - Suhaimi Ilias 04:55 - ID interest rate - Lee Ju Ye 06:15 - ID earnings repatriation  - Lee Ju Ye 08:04 - TH external trade - Lee Ju Ye 09:42 - VN GDP - Brian Lee 15:35 - Sustainable bonds - Mun Yi Se Tho 18:45 - USD outlook - Saktiandi Supaat 21:46 - China NPC - Saktiandi Supaat 23:56 - ASEAN 4Q earnings - Anand Pathmakanthan 26:22 - MY banking - Desmond Ch’ng 28:56 - PH banking - Rachellen Rodriguez 30:45 - MY EV, Tesla - TJ Liaw Producer: Noelle Lim, Maybank IBG

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