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Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy
32 minutes
Posted Sep 11, 2023 at 1:29 am.
Roundup - Suhaimi Ilias
China macro - Erica Tay
TH macro - Erica Tay
PH macro - Zamros Dzulkafli
MY earnings - Wong Chew Hann
ASEAN banks - Thilan Wickramasinghe
ASEAN catalysts - Anand Pathmakanthan
TH energy - Chak Reungsinpinya
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We unpack our analysis on China as we downgrade its GDP growth to 4.8% in 2023 from 5%, and 4.4% in 2024 from 4.6%, and consider the pressure points on earnings in Malaysia and ASEAN including the banks.
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