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The year started on a good note underpinned by policy thematics. Chua Hak Bin, our regional Co Head of Macro speaks to our analysts on their market outlook.
02:01 – Macro intro – Chua Hak Bin
03:08 – ASEAN markets to watch – Anand Pathmakanthan
08:02 – Malaysia-Singapore’s MOU – Wong Wei Sum
10:39 – Key themes for gaming sector – Yin Shao Yang
15:10 – Thailand consumer finance sector outlook – Jesada Techahusdin
17:23 – Philippines market investment themes – Rachelleen Rodriguez
Producer: Esther Phua, Maybank IBG