Weekly Briefing: Disinflation, Forex Strategy, Love At First Sight For SG Budget?

At the FOMC meeting last week, the Fed hiked rate by 25bp, and recognised that the disinflationary process has started. Our analysts project what’s ahead for more hikes, implications on bonds and our forex strategy for ASEAN. Singapore will also be unveiling its Budget on 14 February - we examine how it will be a Valentine’s gift for Singaporeans.

00:29 - Roundup - Suhaimi Ilias

05:13 - US rates - Winson Phoon

07:07 - ASEAN bonds - Winson Phoon

07:23 - SG Budget - Chua Hak Bin

10:55 - ID inflation - Lee Ju Ye

13:19 - VN & Cambodia economics - Brian Lee

16:36 - USD, Yen, MYR, Peso - Saktiandi Supaat

22:53 - ASEAN currencies - Saktiandi Supaat

25:01 - PH conglos - Jacqui de Jesus

26:54 - PH telco - Rachellen Rodriguez

Producer: Noelle Lim, Maybank IBG