ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: Singapore’s NODX, India Wheat Ban On Indonesian Consumption, Indonesia’s Palm Oil Exports, PH Property, SEA Ltd, Renminbi Outlook
32 minutes Posted May 23, 2022 at 1:08 am.
Roundup - Suhaimi Ilias
SG NODX - Chua Hak Bin
TH, ID outlook - Lee Ju Ye
ID consumers - Willie Goutama
Palm oil exports ban - Ong Chee Ting
PH monetary policy - Zamros Dzulkifli
PH property policies - Miguel Sevidal
SEA, tech - Lai Gene Lih
RMB weaknesses - Saktiandi Supaat
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32:45
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Show notes
We unpack Singapore’s slowing growth in non-oil domestic exports (NODX) in April since February, and examine the effects of the wheat export ban by India on Indonesia’s consumer companies, and the risk of re-imposition of Indonesia’s palm oil export ban, and if it is time to bottom-fish regional tech champions, Grab and SEA, ending with what will lift the Renminbi.
Producer: Noelle Lim