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Weekly Briefing: TH Election Tight Race; SG Manufacturing Drops; ASEAN Undervalued Picks
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Looking at the likely outcomes and implications as Thais vote at their General Elections on the 14th of May - what is the likelihood of Pheu Thai founded by former Prime Minister Thaksin Shinawatra coming into power? We also consider the potential depth of Singapore's recession as manufacturing drops more than expected in February. And as banks in the US and Europe continue to dominate headlines, what has been the impact on ASEAN markets, and what are the undervalued stocks?
00:29 - Roundup - Suhaimi Ilias
05:22 - SG macro - Chua Hak Bin
08:05 - CN recovery - Brian Lee
11:13 - TH elections - Lee Ju Ye
14:52 - TH economics - Lee Ju Ye
16:57 - TH banks - Jesada Techahusdin
18:49 - PH economics - Zamros Dzulkafli
22:01 - PH picks - Jacqui de Jesus
24:01 - ASEAN picks - Anand Pathmakanthan
27:01 - Plantations - Ong Chee Ting
Producer: Noelle Lim, Maybank IBG