Weekly Briefing: Sustainable Bonds, VN Headwinds, China’s National People’s Congress

00:34:03

Access AI content by logging in

As latest data shows that inflation in the US remains elevated while China is focused on growth, our analysts dissect its implications on ASEAN economies and earnings. We also watch for China’s National People’s Congress this week, as well as headwinds slowing Vietnam’s GDP growth as a result of bond defaults.

00:26 – Roundup - Suhaimi Ilias

04:55 - ID interest rate - Lee Ju Ye

06:15 - ID earnings repatriation  - Lee Ju Ye

08:04 - TH external trade - Lee Ju Ye

09:42 - VN GDP - Brian Lee

15:35 - Sustainable bonds - Mun Yi Se Tho

18:45 - USD outlook - Saktiandi Supaat

21:46 - China NPC - Saktiandi Supaat

23:56 - ASEAN 4Q earnings - Anand Pathmakanthan

26:22 - MY banking - Desmond Ch’ng

28:56 - PH banking - Rachellen Rodriguez

30:45 - MY EV, Tesla - TJ Liaw

Producer: Noelle Lim, Maybank IBG