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Weekly Briefing: TH Politics; SG Averts Technical Recession; Clearer Skies For MY Markets
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In Thailand, who will become the next Prime Minister? Why did Singapore avert a technical recession? What can we expect from China’s 2Q GDP number which will be out today? We also look at Malaysia’s second half prospects and stock picks in view of the upcoming state elections.
00:26 - Roundup - Winson Phoon
03:33 - TH politics - Chak Reungsinpinya
09:12 - SG GDP - Chua Hak Bin
12:01 - CN macro - Brian Lee
15:39 - MY 2H macro - Suhaimi Ilias
21:03 - MY 2H equities - Anand Pathmakanthan
24:55 - ASEAN calls - Anand Pathmakanthan
26:27 - USD, MYR, SGD - Saktiandi Supaat
30:29 - Plantations - Ong Chee Ting
Maybank IBG