ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: MY Budget, China RMB, CCP, PH Conglos, VN Policy Catalysts
25 minutes Posted Sep 12, 2022 at 1:05 am.
Roundup - Chua Hak Bin
MY OPR - Suhaimi Ilias
MY Budget - Suhaimi
RMB  - Saktiandi Supaat
CCP meeting - Fiona Lim
ASEAN currencies vs RMB sell-off - Saktiandi
PH inflation - Zamros Dzulkafli
PH conglomerates - Jacqui de Jesus
PH telcos downgrade - Rachelleen Rodriguez
VN policy catalysts, picks - Hoang Huy
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25:25
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Show notes
How many more interest rate hikes could we expect from Bank Negara Malaysia following the third hike last week? And what can we expect from Malaysia’s Budget 2023? We also unpack our ASEAN X report on China and the direction of the Renminbi (RMB) and which ASEAN currency is most sensitive to a RMB sell-off, and what the Chinese Communist Party might focus on at its Congress on the 16th of October.
Producer: Noelle Lim, Maybank IBG