ASEAN Speaks

Weekly Briefing: Go Defensive & Rotate To Quality Stocks In ASEAN


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As inflation accelerates in some key markets of ASEAN, our analysts at Maybank Investment Banking Group (Maybank IBG) discuss their broader implications on banking asset quality, policy rate moves, and ASEAN equities strategy.

00:29 - Roundup - Winson Phoon

04:07 - MY inflation - Suhaimi Ilias

07:56 - PH inflation - Suhaimi Ilias

09:06 - SG inflation - Lee Ju Ye

13:00 - ID interest rate - Lee Ju Ye

15:22 - MY banks - Desmond Ch’ng

17:58 - PH banks - Rachelleen Rodriquez

20:56 - ASEAN equities - Anand Pathmakanthan

23:40 - PH strategy - Jacqui de Jesus

26:00 - Favour quality stocks - Chan Han Chin

30:00 - MY auto without SST - TJ Liaw

Producer: Noelle Lim

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ASEAN SpeaksBy Maybank

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