Weekly Briefing: New BOJ Governor, SG Bank Earnings And REITs, Penang Developers

Our analysts dovetail into the effects of China’s re-opening and the impact on Singapore’s bank earnings to be released this week. We also discuss our first reports of the year on Singapore REITs and China’s inflation; revisit property developers in Penang; and consider the policy stance of Kazuo Ueda, expected to be the next governor of the Bank of Japan.

00:23 - Roundup - Chua Hak Bin

02:37 - MY GDP - Suhaimi Ilias

04:46 - MY employment - Suhaimi Ilias

07:21 - ASEAN strategy - Anand Pathmakanthan

10:21 - Kazuo Ueda appointment - Saktiandi Supaat

14:06 - China inflation - Brian Lee

16:33 - TH hikes - Lee Ju Ye

18:29 - SG banks - Thilan Wickramsinghe

21:56 - SG REITs - Krishna Guha

24:12 - MY property - Wong Wei Sum

25:55 - TH healthcare - Yuwanee Prommaporn

Producer: Noelle Lim, Maybank IBG