In this episode, Michelle welcomes listeners and introduces the top stories affecting emerging markets. She provides an in-depth analysis of Thailand's economic growth, recent rate cuts, and the country's economic outlook. The discussion then moves to the Philippines' CREATE MORE Act, exploring its potential implications. Michelle examines the ASEAN Digital Economy Framework Agreement (DEFA) and its significance for regional economies. The episode assesses the impact of a stronger US dollar on emerging markets and discusses strategic adjustments these markets are making in response. The episode concludes with a wrap-up and a mention of the sponsor.
(0:00) Welcome and introduction to top stories
(2:22) Thailand: Economic growth, rate cuts, and outlook
(6:14) Philippines' CREATE MORE Act and its implications
(11:37) ASEAN Digital Economy Framework Agreement (DEFA)
(17:28) Impact of a stronger US dollar on emerging markets
(20:12) Strategic adjustments for emerging markets in response
(20:33) Episode wrap-up and Sponsor: ${name}