Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks

Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai founded by former Prime Minister Thaksin Shinawatra coming into power? We also consider the potential depth of Singapore's recession as manufacturing drops more than expected in February. And as banks in the US and Europe continue to dominate headlines, what has been the impact on ASEAN markets, and what are the undervalued stocks? 00:29 - Roundup - Suhaimi Ilias 05:22 - SG macro - Chua Hak Bin 08:05 - CN recovery - Brian Lee 11:13 - TH elections - Lee Ju Ye 14:52 - TH economics - Lee Ju Ye 16:57 - TH banks - Jesada Techahusdin 18:49 - PH economics - Zamros Dzulkafli 22:01 - PH picks - Jacqui de Jesus 24:01 - ASEAN picks - Anand Pathmakanthan 27:01 - Plantations - Ong Chee Ting Producer: Noelle Lim, Maybank IBG

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