ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers
28 minutes Posted Feb 13, 2023 at 1:32 am.
Roundup - Chua Hak Bin
MY GDP - Suhaimi Ilias
MY employment - Suhaimi Ilias
ASEAN strategy - Anand Pathmakanthan
Kazuo Ueda appointment - Saktiandi Supaat
China inflation - Brian Lee
TH hikes - Lee Ju Ye
SG banks - Thilan Wickramsinghe
SG REITs - Krishna Guha
MY property - Wong Wei Sum
TH healthcare - Yuwanee Prommaporn
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28:09
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Show notes
Our analysts dovetail into the effects of China’s re-opening and the impact on Singapore’s bank earnings to be released this week. We also discuss our first reports of the year on Singapore REITs and China’s inflation; revisit property developers in Penang; and consider the policy stance of Kazuo Ueda, expected to be the next governor of the Bank of Japan.
Producer: Noelle Lim, Maybank IBG