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ASEAN Speaks

Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets

17 Jul 2023

Description

In Thailand, who will become the next Prime Minister? Why did Singapore avert a technical recession? What can we expect from China’s 2Q GDP number which will be out today? We also look at Malaysia’s second half prospects and stock picks in view of the upcoming state elections. 00:26 - Roundup - Winson Phoon 03:33 - TH politics - Chak Reungsinpinya 09:12 - SG GDP - Chua Hak Bin 12:01 - CN macro - Brian Lee 15:39 - MY 2H macro - Suhaimi Ilias 21:03 - MY 2H equities - Anand Pathmakanthan 24:55 - ASEAN calls - Anand Pathmakanthan 26:27 - USD, MYR, SGD - Saktiandi Supaat 30:29 - Plantations - Ong Chee Ting Maybank IBG

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