ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios
28 minutes Posted Mar 20, 2023 at 1:31 am.
Roundup - Winson Phoon
Bank of Indonesia updates - Lee Ju Ye
ID trade - Lee Ju Ye
SG NODX cut - Chua Hak Bin
Belt & Road - Chua Hak Bin
Contagion, currency scenarios - Saktiandi Supaat
PH banks exposure - Rachellen Rodriguez
SG REITs - Krishna Guha
Plantation - Ong Chee Ting
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28:34
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Show notes
We review possible contagion and currency scenarios, and cut our forecast for Singapore’s non-oil domestic exports (NODX) after it extended a double-digit decline in February. Looking ahead, we evaluate the Belt & Road plans for ASEAN that were tabled by the National Development and Reform Commission (NDRC) at China’s recent National People’s Congress.
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