Weekly Briefing: MY, SG, TH Macro, Banks, ID Equities

As the year is concluding, we highlight our expectations for Malaysia's 2024 economic reforms amidst the runway to the next General Elections, while exploring the impact of subsidies rationalization on inflation. Additionally, we examine Thailand's lower than expected Q3 GDP, and share insights from our Thai Bank Day, as well as discuss our equities strategy for Indonesia.

00:33 - Roundup - Winson Phoon

03:56 - MY 2024 - Suhaimi Ilias

08:52 - MY balance of payments - Zamros Dzulkafli

10:26 - MY inflation - Zamros Dzulkafli

13:24 - SG inflation - Brian Lee

15:45 - SG GDP - Brian Lee

17:58 - ID interest rate - Brian Lee

19:33 - TH GDP - Erica Tay

23:35 - MY banks - Desmond Ch’ng

25:48 - TH Bank Day - Jesada Techahusdin

27:18 - ID strategy - Jeffrosenberg Chenlim

Producer: Noelle Lim, Maybank