While fading re-opening tailwinds and interest rate hikes will weigh on growth in 2023, balanced by China’s Covid easing, our analysts discuss undervalued beneficiaries in ASEAN, and Indonesia electric vehicle (EV) stocks to watch. 00:19 - Roundup - Chua Hak Bin 02:16 - ASEAN highlights - Anand Pathmakanthan 07:15 - Gloves - Wong Wei Sum 08:22 - TH picks, elections - Yuwanee Prommaporn 10:51 - TH banks - Jesada Techahusdin 13:19 - PH picks - Jacqui De Jesus 15:40 - PH consumer - Daphne Sze 18:25 - ID EV - Richard Suherman Producer: Noelle Lim, Maybank IBG
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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
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