ASEAN Speaks
Weekly Briefing: The Resilience Of Banks And REITs In A Slower Growth Environment
01 Aug 2022
As the US enters a technical recession but with strong jobs data, how will this affect the Fed’s decision on interest rates in September? And in a slower growth environment, how resilient are banks and REITs? 00:21 - Roundup - Ong Seng Yeow 01:15 - FOMC expectations - Chua Hak Bin 06:36 - Bond outlook - Winson Phoon 10:35 - TH interest rate - Lee Ju Ye 11:54 - SGD/MYR - Saktiandi Supaat 14:20 - Chinese manufacturing - Saktiandi 15:41 - MY market bottoming - Chan Han Chin 17:50 - MY GE - Han Chin 19:55 - SG, MY, ID banks - Thilan Wickramasinghe 21:38 - MY bank picks - Desmond Ch’ng 22:30 - SG REITs - Chua Su Tye Producer: Noelle Lim, Maybank IBG
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