ASEAN Speaks
Weekly Briefing: Taming Of Inflation; Rising Digital Tiger Vietnam; Indonesia Coal Play
12 Jul 2022
Our analysts discuss how many more interest rate hikes are in store for Malaysia, the Philippines and Thailand to tame inflation. They also look into Vietnam’s rise as Asia’s next digital tiger and stocks that play into this theme. And with the situation in Russia-Ukraine, what is the outlook for coal prices? 00:36 - Roundup - Winson Phoon 04:29 - MY OPR, GDP - Suhaimi Ilias 10:03 - PH CPI, interest rate - Zamros Dzulkafli 13:00 - TH CPI, interest rate - Lee Ju Ye 16:00 - FX strategy - Saktiandi Supaat 19:59 - VN digital economy - Brian Lee 26:15 - VN equities - Hoang Huy 28:51 - ID coal - Richard Suherman Producer: Noelle Lim, Maybank IBG
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