Weekly Briefing: CN Macro; ASEAN Catalysts; ASEAN Banks; TH Energy

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.

00:20 - Roundup - Suhaimi Ilias

05:19 - China macro - Erica Tay

9:21 - TH macro - Erica Tay

11:42 - PH macro - Zamros Dzulkafli

16:24 - MY earnings - Wong Chew Hann

24:05 - ASEAN banks - Thilan Wickramasinghe

26:11 - ASEAN catalysts - Anand Pathmakanthan

28:58 - TH energy - Chak Reungsinpinya