ASEAN Speaks
ASEAN Speaks
Maybank
Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks
31 minutes Posted Mar 27, 2023 at 1:25 am.
Roundup - Suhaimi Ilias
SG macro - Chua Hak Bin
CN recovery - Brian Lee
TH elections - Lee Ju Ye
TH economics - Lee Ju Ye
TH banks - Jesada Techahusdin
PH economics - Zamros Dzulkafli
PH picks - Jacqui de Jesus
ASEAN picks - Anand Pathmakanthan
Plantations - Ong Chee Ting
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31:54
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Show notes
Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai founded by former Prime Minister Thaksin Shinawatra coming into power? We also consider the potential depth of Singapore's recession as manufacturing drops more than expected in February. And as banks in the US and Europe continue to dominate headlines, what has been the impact on ASEAN markets, and what are the undervalued stocks?
Producer: Noelle Lim, Maybank IBG