Weekly Briefing: Middle East Escalation And US Growth On ASEAN

Given events over the weekend, the Middle East conflict may escalate, impacting currencies and other assets, and risk spurring inflation again. Meanwhile, the US's robust GDP growth, backed by deficit spending and subsidies for semiconductor, will help drive ASEAN export growth. How might these different developments affect ASEAN and central banks' decisions on interest rates?

00:30 - Roundup - Suhaimi Ilias

06:45 - Regional green shoots - Chua Hak Bin

11:28 - PH interest rate - Zamros Dzulkafli

14:20 - TH macro - Erica Tay

18:52 - FX - Saktiandi Supaat

24:16 - ID property - William Jefferson

25:49 - SG telco - Kelvin Tan

Producer: Noelle Lim, Maybank