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ASEAN Speaks

Weekly Briefing: Transitioning, Gearing Up For 2023

12 Dec 2022

Description

As the Federal Reserve and European Central Bank meet respectively this week to decide on rates, our analysts look at what’s in store for ASEAN inflation, markets and investment themes for 2023 including our top Malaysia and Singapore ESG stock picks. 00:17 - Roundup - Chua Hak Bin 02:20 - FOMC - 4 things - Suhaimi Ilias 04:02 - ECB expectations - Suhaimi Ilias 05:10 - TH inflation drop - Lee Ju Ye 06:30 - PH inflation up - Zamros Dzulkafli 09:09 - ASEAN inflation peak - Lee Ju Ye 11:05 - ASEAN stocks, picks - Anand Pathmakanthan 14:51 - MY earnings, picks - Anand Pathmakanthan 17:46 - SG ESG - Thilan Wickramasinghe 19:57 - MY ESG - Anand Pathmakanthan 24:00 - Oil prices, picks - TJ Liaw 25:47 - PH giants - Jacqui De Jesus 27:20 - TH healthcare picks - Yuwanee Promaporn Producer: Noelle Lim, Maybank IBG

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