Malaysia has appointed Datuk Seri Ismail Sabri as its 9th Prime Minister. Will the change bring about the much needed political stability? As the Fed heads into its Kansas City annual conference on Thursday, markets will be watching for clues what the Fed will do about tackling higher inflation. MKE makes the case for 4 risk factors that will delay the pace of ASEAN’s economic recovery. Thailand will face its first twin deficit since 2013. MKE’s Thai strategists assess the economy and their portfolio strategy.