Weekly Briefing: SG NODX Forecast Cut; “Small But Beautiful” Belt & Road; Contagion & Currency Scenarios

We review possible contagion and currency scenarios, and cut our forecast for Singapore’s non-oil domestic exports (NODX) after it extended a double-digit decline in February. Looking ahead, we evaluate the Belt & Road plans for ASEAN that were tabled by the National Development and Reform Commission (NDRC) at China’s recent National People’s Congress.

00:20 - Roundup - Winson Phoon

04:05 - Bank of Indonesia updates - Lee Ju Ye

06:54 - ID trade - Lee Ju Ye

08:12 - SG NODX cut - Chua Hak Bin

10:13 - Belt & Road - Chua Hak Bin

14:28 - Contagion, currency scenarios - Saktiandi Supaat

20:46 - PH banks exposure - Rachellen Rodriguez

23:15 - SG REITs - Krishna Guha

24:30 - Plantation - Ong Chee Ting

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