Weekly Briefing: ASEAN Equities, MY ESG And Solar, ID Cement, TH Retail

We discuss our revised forecast in light that the FOMC has guided for one more 25 basis point hike this year. Additionally for ASEAN equities, specifically the Thai market, why did it experience a pullback despite the resolution of political uncertainty? We also look at different industries - the outlook for large scale solar projects in Malaysia, the cement industry in Indonesia, and retail in Thailand. 

00:34 - Roundup - Winson Phoon

04:28 - FOMC - Chua Hak Bin

06:55 - SG NODX - Chua Hak Bin

08:59 - ASEAN, ESG calls - Anand Pathmakanthan

14:59 - KLCI - Anand Pathmakanthan

15:45 - MY Solar - Nur Farah Syifaa

18:33 - ID cement - William Jefferson

21:35 - TH consumer - Suttatip Peerasub

Producer: Noelle Lim, Maybank IBG