ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress
34 minutes Posted Mar 6, 2023 at 1:45 am.
– Roundup Suhaimi Ilias
ID interest rate - Lee Ju Ye
ID earnings repatriation  - Lee Ju Ye
TH external trade - Lee Ju Ye
VN GDP - Brian Lee
Sustainable bonds - Mun Yi Se Tho
USD outlook - Saktiandi Supaat
China NPC - Saktiandi Supaat
ASEAN 4Q earnings - Anand Pathmakanthan
MY banking - Desmond Ch’ng
PH banking - Rachellen Rodriguez
MY EV, Tesla - TJ Liaw
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34:03
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Show notes
As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN economies and earnings. We also watch for China’s National People’s Congress this week, as well as headwinds slowing Vietnam’s GDP growth as a result of bond defaults.
Producer: Noelle Lim, Maybank IBG