US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is rising on talk the Bank of Japan may finally hike. RBA watchers are focused on business confidence this week.

In our bonus deep dive interview, ANZ Economist Sanjay Mathur looks at how ASEAN economies can overcome a fading demographic dividend by investing in ICT infrastructure and human capital to keep GDP growing faster than 5%.

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