Weekly Briefing: Inflation; ASEAN FX & Equities Strategy; OPEC+ As Swing Producers

Our analysts across ASEAN examine the inflation data in Indonesia, Thailand and the Philippines, and weigh in on the impact of Thai’s elections on its stock market and China’s slower than expected recovery. We also discuss despite the surprise decision by OPEC+ to cut crude oil production, we are maintaining our oil price estimate at $100/barrel for 2023. 

00:31 - Roundup - Winson Phoon

04:23 - ID inflation - Lee Ju Ye

07:22 - TH inflation - Lee Ju Ye

09:53 - PH inflation - Zamros Dzulkafli

13:56 - FX outlook - Saktiandi Supaat

19:38 - ASEAN strategy - Anand Pathmakanthan

22:40 - KLCI forecast - Anand Pathmakanthan

23:46 - OPEC cut - Liaw Thong Jung

25:11 - TH banks - Jesada Techahusdin

27:12 - VN strategy - Hoang Huy