ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: Pre-Election Alpha, Discounted Diamonds, Unloved Moat Sectors To Consider
26 minutes Posted Jul 25, 2022 at 1:05 am.
Roundup - Chua Hak Bin
ID interest rate, inflation - Lee Ju Ye
ID insti investors sentiment - Lee Ju Ye
Cambodia - Brian Lee
Laos, Myanmar risks - Brian Lee
MY pre-GE alpha - Chan Han Chin
MY bank provisions - Desmond Ch’ng
TH healthcare downgrade - Yuwanee Prommaporn
PH diamonds - Jacqui de Jesus
PH banks - Rachel Rodriguez
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26:42
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Show notes
Our analysts discuss if institutional investor sentiment will be holding up in Indonesian markets, the best performing in the region year-to-date; will Laos and Myanmar face a mini crisis mirroring Sri Lanka, and pre-election plays for alpha in Malaysia, and discounted stocks and sectors in the Philippines, among others.
Producer: Noelle Lim