ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: SG 1Q 2022 GDP; ASEAN Inflation Review; Thai Equities; CPO Outlook
31 minutes Posted Apr 11, 2022 at 1:14 am.
Roundup - Winson Phoon
SG 1Q GDP - Chua Hak Bin
SGD if re-centering - Saktiandi Supaat
ASEAN inflation drivers - Suhaimi Ilias
PH inflation - Zamros Dzulkifli
TH inflation - Lee Ju Ye
TH banks - Jesada Techahusdin
TH tourism - Yuwanee Prommaporn
TH portfolio strategy - Chan Han Chin
More soybean, CPO outlook - Ong Chee Ting
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31:24
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Show notes
Singapore’s Q1 2022 GDP will be released this week. We cover Maybank’s expectations of growth and interest rate policy responses as inflation grows the fastest in this decade. Also, top of today’s research is ASEAN X Macro thematic report on inflation drivers and risks, and our model portfolio strategy for Thailand.
Producer: Noelle Lim